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

SAGENT, LLC

EIN 38-3912549-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$5.1M assets
Welfare
1
$755K premiums
Participants
276
120 DIVIDEND DR #160 - COPPELL, TX 75019972-348-0667sagent.netLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$5.1M - 154 part#501Fully Insured-$755K - 164 lives

Benefits portfolio analytics

1 plan / $755K premiums / 164 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$631K
  • Dental$71K
  • Vision$71K
  • Other$29K
  • Life$25K
  • Long-term disability$13K
  • +1 more
Total $755K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
Total $755K3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • MARSH & MCLENNAN AGENCY LLC89%
  • GIS BENEFITS INC11%
Total $77K2 slices

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, LLC 401(K) PLAN

401k

Assets$5.1M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAGENT, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$755K
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAGENT, LLC 401(K) PLAN401k$5.1M1542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAGENT, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$755K1642025
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