Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 36-1729848
SARGENT & LUNDY, L.L.C.
77 W. WACKER DRIVE · CHICAGO, IL 60601
3122692130
- Plans filed
- 7
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$46.6M
No prior year
Persons covered
7,111
No prior year
Total participants
3,497
No prior year
Plans filed
7
No prior year
Plans under this sponsor
7 plans
Plan #501$46.6M
SARGENT & LUNDY CONSOLIDATED WELFARE BENEFITS PLAN
Fully insured7,111 covered·7 carriers
Primary: BLUECROSS BLUESHIELD OF ILLINOIS
Plan #504$1.6M
LIFE INSURANCE
Fully insured0 covered·3 carriers
Primary: PRINCIPAL LIFE INSURANCE
Plan #502$451K
LONG TERM DISABILITY
Fully insured0 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY
Plan #510$240K
STD TEMPORARY DISABILITY ACCIDENT & SICKNESS
Fully insured0 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY
Plan #503$40K
GROUP TRAVEL AND ACCIDENT
Fully insured2,157 covered·1 carrier
Primary: ACE AMERICAN INSURANCE COMPNAY
Plan #506$0
TUITION ASSISTANCE
Unknown0 covered·0 carriers
Plan #507$0
TERMINATION ALLOWANCE
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $38.6M | 38.4% | |
| Stop-loss | $37.5M | 37.3% | |
| Short-term disability | $5.1M | 5.1% | |
| Life | $5.1M | 5.1% | |
| Long-term disability | $5.1M | 5.1% | |
| Other | $5.1M | 5.1% | |
| Dental | $2.5M | 2.5% | |
| Prescription drug | $907K | 0.9% | |
| Vision | $406K | 0.4% |
Carrier overview
7 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HSL | $37.5M | 80.4% | 1 | 1 | 7,111 |
EIN 135123390 | LSTDLTDOth | $5.1M | 11.0% | 1 | 1 | 4,093 |
EIN 362612058 | D | $2.5M | 5.4% | 1 | 1 | 3,009 |
EIN 660555677 | HRx | $907K | 1.9% | 1 | 1 | 192 |
EIN 200891619 | V | $406K | 0.9% | 1 | 1 | 2,557 |
EIN 362149353 | H | $197K | 0.4% | 1 | 1 | 50 |
EIN 060838648 | STD | $5K | 0.0% | 1 | 1 | 30 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | KANSAS CITY, MO | VISION SERVICE PLAN, BLUECROSS BLUESHIELD OF ILLINOIS, GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $270K | $383K | $653K | 93.5% | 1 |
| IKON BENEFITS GROUP, INC. | SAN JUAN, PR | TRIPLE S SALUD, INC. | $45K | $0 | $45K | 6.5% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan