PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SAGENT PHARMACEUTICALS, INC.
Sponsor portfolio

SAGENT PHARMACEUTICALS, INC.

EIN 20-5522946-pharmaceuticals-Latest filing 2024
Plans
3
Retirement
2
$31.0M assets
Welfare
1
$2.4M premiums
Participants
360
1515 E WOODFIELD RD, SUITE 1100 - SCHAUMBURG, IL 60195847-908-1661sagentpharma.comLinkedIn51-200 employeespharmaceuticals
Plans on this EIN
3 filings
#001401k-$30.1M - 241 part#002ProfitSharing-$825K - 1 part#501Fully Insured-$2.4M - 238 lives

Retirement portfolio analytics

2 plans aggregated / $31.0M assets / 242 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • INC 401K PLAN (#001)97%
  • INC. PR 401(K) (#002)3%
Total $31.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
97%top
  • SAGEVIEW ADVISORY GROUP, LLC97%
  • (Not disclosed)3%
Total $31.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC 401K PLAN (#001)241
  • INC. PR 401(K) (#002)1
Total 242Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 238 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Other$135K
  • Life$122K
  • Short-term disability$122K
  • Long-term disability$122K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • DEARBORN LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • EYEMED VISION CARE0%
Total $2.4M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SAGENT PHARMACEUTICALS INC 401K PLAN

401k

Assets$30.1M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SAGENT PHARMACEUTICALS, INC. PR 401(K) PLAN

ProfitSharing

Assets$825K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAGENT PHARMACEUTICALS BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.4M
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SAGENT PHARMACEUTICALS INC 401K PLAN401k$30.1M2412024
002SAGENT PHARMACEUTICALS, INC. PR 401(K) PLANProfitSharing$825K12024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAGENT PHARMACEUTICALS BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$2.4M2382024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica