Lazard Freres & Co., LLC
Overview
Lazard Freres & Co., LLC sponsors a self-funded health plan that covered 1,661 participants in plan year 2025, up 4% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, long-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,661 · prior year 1,605
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Lazard Freres & Co. LLC Group Health Plan, plan 504 (1,661 participants); Lazard Freres and Co., LLC Employee Reimbursement Account Lera, plan 506 (356 participants)
- Broker compensation
- $41K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Dental | 3,145 | $2.6M | — |
| First Unum Life Insurance Company | Long-term disability, Life | 1,645 | $1.9M | $15K |
| Vision Service Plan | Vision | 1,512 | $280K | — |
| Hartford Fire Insurance Company | Business Travel Accident | 1,679 | $96K | $26K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,661 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Lazard Freres & Co., LLC
- Sponsor EIN
- 13-5545100
- Plan numbers
- 504, 506
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 13-5545100 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Lazard Freres & Co. LLC Employees' Savings Plan
- Type
- 401(k) plan
- Participants
- 3,141
About this data
Source: Lazard Freres & Co., LLC's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Lazard Freres & Co., LLC.