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
Filings through .
Lord Aeck Sargent Planning and Design, Inc.
EIN 87-1174150Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$18.7M assets
Health & Benefits
1
$788K premiums
Participants
300
1175 PEACHTREE STREET, NE, SUITE 2400 - ATLANTA, GA 30361877-929-1400
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $788K premiums / 201 covered lives
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
LORD AECK SARGENT PLANNING AND DESIGN 401(K) PLAN
401(k)
Assets$18.7M
Participants163
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
LORD AECK SARGENT PLANNING & DESIGN HEALTH AND WELFARE PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$788K
Covered lives201
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LORD AECK SARGENT PLANNING AND DESIGN 401(K) PLAN | 401(k) | $18.7M | 163 | 2025 |
- #001 · 401(k) · 2025163
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025201
Retirement plans
Health & Benefits plans