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Form 5500 · Employee benefit plan · CRANFORD, NJ

LERNER DAVID, LLP

LERNER DAVID, LLP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is JAMES R. NELLIGAN & ASSOC.. Coverage is written through GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-2269956 · plan 502 · as of Jul 2026

Participants
77
Carriers on file
4
Disclosed commissions
$17,854
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA103December$6,999
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability107December$6,636
UNUM LIFE INSURANCE COMPANY OF AMERICA33December$4,219
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth, Dental, Vision129December$0

Questions

Who is LERNER DAVID, LLP's benefits broker?

Per its most recent Form 5500 Schedule A, LERNER DAVID, LLP's broker of record is JAMES R. NELLIGAN & ASSOC..

What insurance carrier does LERNER DAVID, LLP use?

LERNER DAVID, LLP's benefit plan is written through GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.

When does LERNER DAVID, LLP's group plan renew?

The most recent Schedule A policy period for LERNER DAVID, LLP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from LERNER DAVID, LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.