Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$31.1M
- Stop-loss$30.1M
- Short-term disability$4.3M
- Life$4.3M
- Long-term disability$4.3M
- Other$4.3M
- +3 more
Sponsor portfolio
SARGENT & LUNDY
EIN 36-1729848information technology and servicesLatest filing 2024
Plans
2
Retirement
1
$1.25B assets
Welfare
1
$37.8M premiums
Participants
8,511
55 EAST MONROE STREET - CHICAGO, IL 60603312-269-2130sargentlundy.comLinkedIn1001-5000 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $37.8M premiums / 5,943 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- BLUE CROSS OF CALIFORNIA80%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
- DELTA DENTAL OF CALIFORNIA6%
- TRIPLE S SALUD, INC.2%
- VISION SERVICE PLAN1%
- +2 more
Broker market share
Schedule A broker compensation
91%top
- LOCKTON COMPANIES, LLC91%
- IKON BENEFITS GROUP, INC.9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SARGENT & LUNDY SAVINGS INVESTMENT PLAN
401k
Assets$1.25B
Participants5,050
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SARGENT & LUNDY CONSOLIDATED WELFARE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$37.8M
Covered lives5,943
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SARGENT & LUNDY SAVINGS INVESTMENT PLAN | 401k | $1.25B | 5,050 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SARGENT & LUNDY CONSOLIDATED WELFARE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $37.8M | 5,943 | 2024 |
Retirement plans
Welfare plans