Form 5500 · Employee benefit plan · SYOSSET, NY
DAVID LERNER ASSOCIATES INC
DAVID LERNER ASSOCIATES INC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is K G K AGENCY INC. Coverage is written through FIRST UNUM LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-2374466 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| FIRST UNUM LIFE INSURANCE COMPANY | Life | 53 | December | $11,988 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life, Disability | 152 | December | $6,683 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental, Vision | 71 | December | $5,407 |
| SHELTERPOINT LIFE INSURANCE COMPANY | — | 147 | December | $1,379 |
| CIGNA HEALTHCARE OF CONNECTICUT, INC. | Dental | 5 | December | $482 |
| CIGNA DENTAL HEALTH OF NEW JERSEY, INC. | Dental | 4 | December | $399 |
| CIGNA DENTAL HEALTH OF FLORIDA, INC. | Dental | 1 | December | $50 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 74 | December | $0 |
Questions
Who is DAVID LERNER ASSOCIATES INC's benefits broker?
Per its most recent Form 5500 Schedule A, DAVID LERNER ASSOCIATES INC's broker of record is K G K AGENCY INC.
What insurance carrier does DAVID LERNER ASSOCIATES INC use?
DAVID LERNER ASSOCIATES INC's benefit plan is written through FIRST UNUM LIFE INSURANCE COMPANY, among 8 disclosed carriers.
When does DAVID LERNER ASSOCIATES INC's group plan renew?
The most recent Schedule A policy period for DAVID LERNER ASSOCIATES INC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from DAVID LERNER ASSOCIATES INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.