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Sponsor portfolio

SAGENT M&C, LLC

EIN 82-4498861-Latest filing 2025
Plans
2
Retirement
1
$61.5M assets
Welfare
1
$7.2M premiums
Participants
957
8840 CYPRESS WATERS BLVD, SUITE 190 - COPPELL, TX 75019484-253-3200
Plans on this EIN
2 filings
#001OtherDC-$61.5M - 479 part#501Mixed-$7.2M - 915 lives

Benefits portfolio analytics

1 plan / $7.2M premiums / 915 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.4M
  • Other$425K
  • Dental$332K
  • Life$230K
  • Long-term disability$111K
  • Vision$70K
Total $7.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • AETNA LIFE INSURANCE COMPANY89%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA5%
  • VISION SERVICE PLAN1%
Total $7.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
38%top
  • SAGS JOINT VENTURE38%
  • CUSTOM BENEFIT PROGRAMS INC38%
  • AON CONSULTING INC23%
Total $22K3 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 M&C, LLC 401(K) PLAN

OtherDC

Assets$61.5M
Participants479
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAGENT M&C, LLC EMPLOYEE BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE CO.

Premiums$7.2M
Covered lives915
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAGENT M&C, LLC 401(K) PLANOtherDC$61.5M4792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAGENT M&C, LLC EMPLOYEE BENEFIT PLANMixedAETNA LIFE INSURANCE CO.$7.2M9152025
Retirement plans
Welfare plans
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