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Form 5500 · Employee benefit plan · ATLANTA, GA

LORD AECK SARGENT PLANNING & DESIGN

LORD AECK SARGENT PLANNING & DESIGN of ATLANTA, GA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH AND MCLENNAN AGENCY LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in July.

Benefits broker of record
Plan renews
July

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-1174150 · plan 501 · as of Jul 2026

Participants
156
Carriers on file
5
Disclosed commissions
$113,187
Renewal month
July

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth, Dental, Vision201July$93,706
LIFE INSURANCE COMPANY OF NORTH AMERICADisability0July$12,687
LIFE INSURANCE COMPANY OF NORTH AMERICALife0July$3,584
LIFE INSURANCE COMPANY OF NORTH AMERICALife, Disability0July$2,550
LIFE INSURANCE COMPANY OF NORTH AMERICA0July$660

Questions

Who is LORD AECK SARGENT PLANNING & DESIGN's benefits broker?

Per its most recent Form 5500 Schedule A, LORD AECK SARGENT PLANNING & DESIGN's broker of record is MARSH AND MCLENNAN AGENCY LLC.

What insurance carrier does LORD AECK SARGENT PLANNING & DESIGN use?

LORD AECK SARGENT PLANNING & DESIGN's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 5 disclosed carriers.

When does LORD AECK SARGENT PLANNING & DESIGN's group plan renew?

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

Where does this data come from?

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