Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
506	SGA DESIGN GROUP, P.C. BENEFIT PLAN	Fully Insured	BLUE CROSS BLUE SHIELD OF OKLAHOMA	$1.7M	204	2025
503	SGA DESIGN GROUP P.C.	Fully Insured	GUARDIAN	$144K	120	2024
502	SGA DESIGN GROUP, PC BENEFITS	Fully Insured	SUN LIFE ASSURANCE COMPANY OF CANADA	$31K	115	2024

Retirement plans

Welfare plans

Sponsor portfolio

SGA DESIGN GROUP, P.C.

EIN 73-1466773architecture & planningLatest filing 2025

Plans

Retirement

$12.6M assets

Welfare

$1.9M premiums

Participants

400

1437 S. BOULDER, STE 550 - TULSA, OK 74119sgadesigngroup.comLinkedIn51-200 employeesarchitecture & planning

Plans on this EIN

4 filings

#001401k-$12.6M - 143 part #506Fully Insured-$1.7M - 204 lives #503Fully Insured-$144K - 120 lives #502Fully Insured-$31K - 115 lives

Benefits portfolio analytics

3 plans / $1.9M premiums / 439 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$1.7M
Prescription drug$1.7M
Life$39K
Other$39K
Vision$15K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

97%top

BLUE CROSS OF CALIFORNIA97%
SUN LIFE ASSURANCE COMPANY OF CANADA2%
DEARBOARN NATIONAL LIFE INSURANCE COMPANY1%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%

Broker market share

Schedule A broker compensation

Split broker

100%top

HUB INTERNATIONAL MIDWEST LIMITED100%
SGA DESIGN GROUP, P.C.0%

Plan deep-dives

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

Retirement#001

SGA DESIGN GROUP 401(K) RETIREMENT PLAN

401k

Assets$12.6M

Participants143

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#506