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Form 5500 · Employee benefit plan · ATLANTA, GA

LORD AECK SARGENT PLANNING AND DESIGN, INC.

Public Form 5500 records show how LORD AECK SARGENT PLANNING AND DESIGN, INC. (ATLANTA, GA) structures its employee benefits. Coverage is written through EMPOWER ANNUITY INS CO OF AMERICA. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-1174150 · plan 001 · as of Jul 2026

Participants
165
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
EMPOWER ANNUITY INS CO OF AMERICA34December$0

Questions

What insurance carrier does LORD AECK SARGENT PLANNING AND DESIGN, INC. use?

LORD AECK SARGENT PLANNING AND DESIGN, INC.'s benefit plan is written through EMPOWER ANNUITY INS CO OF AMERICA.

When does LORD AECK SARGENT PLANNING AND DESIGN, INC.'s group plan renew?

The most recent Schedule A policy period for LORD AECK SARGENT PLANNING AND DESIGN, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from LORD AECK SARGENT PLANNING AND DESIGN, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.