Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$668K
- Dental$668K
- Vision$668K
- Long-term disability$94K
- Life$38K
- Other$20K
Sponsor portfolio
LORD AECK SARGENT PLANNING AND DESIGN, INC.
EIN 87-1174150Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$18.7M assets
Welfare
1
$788K premiums
Participants
300
1175 PEACHTREE STREET, NE, SUITE 2400 - ATLANTA, GA 30361877-929-1400
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $788K premiums / 201 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
- LIFE INSURANCE COMPANY OF NORTH AMERICA15%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LORD AECK SARGENT PLANNING AND DESIGN 401(K) PLAN
401k
Assets$18.7M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LORD AECK SARGENT PLANNING & DESIGN HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$788K
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LORD AECK SARGENT PLANNING AND DESIGN 401(K) PLAN | 401k | $18.7M | 163 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LORD AECK SARGENT PLANNING & DESIGN HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $788K | 201 | 2025 |
Retirement plans
Welfare plans