Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$38.6M
- Stop-loss$37.5M
- Short-term disability$5.1M
- Life$5.1M
- Long-term disability$5.1M
- Other$5.1M
- +3 more
Sponsor portfolio
SARGENT & LUNDY
EIN 36-1729848information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$1.43B assets
Welfare
1
$46.6M premiums
Participants
9,165
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 / $46.6M premiums / 7,111 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 CALIFORNIA5%
- TRIPLE S SALUD, INC.2%
- VISION SERVICE PLAN1%
- +2 more
Broker market share
Schedule A broker compensation
94%top
- LOCKTON COMPANIES, LLC94%
- IKON BENEFITS GROUP, INC.6%
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$1.43B
Participants5,668
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$46.6M
Covered lives7,111
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 | $1.43B | 5,668 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SARGENT & LUNDY CONSOLIDATED WELFARE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $46.6M | 7,111 | 2025 |
Retirement plans
Welfare plans