Form 5500 · Employee benefit plan · CHICAGO, IL
SARGENT & LUNDY, L.L.C.
SARGENT & LUNDY, L.L.C. of CHICAGO, IL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-1729848 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 3,448 | December | $223,598 |
| TRIPLE S SALUD, INC. | Health | 182 | December | $39,547 |
| VISION SERVICE PLAN | Vision | 2,095 | December | $5,578 |
| HARTFORD LIFE AND ACCIDENT | — | 29 | June | $427 |
| BLUECROSS BLUESHIELD OF ILLINOIS | Health, Stop-loss | 5,943 | December | $0 |
| FOUR EVER LIFE INSURANCE CO. | Health | 39 | December | $0 |
| DELTA DENTAL OF ILLINOIS | Dental | 2,475 | December | $0 |
Questions
Who is SARGENT & LUNDY, L.L.C.'s benefits broker?
Per its most recent Form 5500 Schedule A, SARGENT & LUNDY, L.L.C.'s broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does SARGENT & LUNDY, L.L.C. use?
SARGENT & LUNDY, L.L.C.'s benefit plan is written through GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 7 disclosed carriers.
When does SARGENT & LUNDY, L.L.C.'s group plan renew?
The most recent Schedule A policy period for SARGENT & LUNDY, L.L.C. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SARGENT & LUNDY, L.L.C.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.