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Sponsor portfolio

SARGENT & GREENLEAF, INC.

EIN 61-0982551-Manufacturing-Latest filing 2024
Plans
2
Retirement
1
$6.2M assets
Welfare
1
$625K premiums
Participants
359
655 PEACHTREE INDUSTRIAL BLVD, BLDG 100 - SUGAR HILL, GA 305185216770-844-1941
Plans on this EIN
2 filings
#001401k-$6.2M - 186 part#501Fully Insured-$625K - 193 lives

Benefits portfolio analytics

1 plan / $625K premiums / 193 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$488K
  • Dental$488K
  • Other$92K
  • Life$58K
  • Long-term disability$35K
  • Short-term disability$34K
  • +1 more
Total $625K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY78%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY20%
  • EYEMED VISION CARE2%
Total $625K3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • RSC INSURANCE BROKERAGE INC92%
  • GIS BENEFITS INC8%
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

SARGENT & GREENLEAF RETIREMENT PLAN

401k

Assets$6.2M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SARGENT & GREENLEAF, FAMILY OF COMPANIES HEALTH & WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURNCE COMPANY

Premiums$625K
Covered lives193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SARGENT & GREENLEAF RETIREMENT PLAN401k$6.2M1862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SARGENT & GREENLEAF, FAMILY OF COMPANIES HEALTH & WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURNCE COMPANY$625K1932024
Retirement plans
Welfare plans
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