Plan5500

Sargent & Lundy — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sargent & Lundy (EIN 36-1729848) is a plan sponsor located in Chicago, IL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-1729848
Location
Chicago, IL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Sargent & Lundy

  • 2 loaded plans hold $1.1B in reported assets.
  • The largest, Sargent & Lundy Savings Investment Plan, holds 100% of this company's reported plan assets.
  • Plans cover 6,729 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.1BSummed across loaded plans$1,096,254,813
Total reported assets$1.1B$1,096,307,756
Total reported participants6.7K6,729
Total reported liabilities$52.9K$52,943

Reported net position

Reported assets = net assets + liabilities (summed)$1.1B total assets
Net assets$1.1BLiabilities$52.9K
Contributions & income
Employer contributions$17.1M
Participant contributions$36.9M
Total income / additions$236.6M
Expenses & distributions
Benefits paid / distributions$90.3M
Total expenses$90.5M
Net increase / (decrease)$146M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Sargent & Lundy Savings Investment Plan
Participants per plan3,365Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sargent & Lundy Savings Investment Plan$1.1B
    Plan #003 · 4,290 participants · 2023
  2. 2
    Sargent & Lundy Consolidated Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 2,439 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sargent & Lundy. Open one for its full reported snapshot.

  1. 2023
    Sargent & Lundy Consolidated Welfare Benefits Plan2,439 participants · 2No schedules
    View filing →
  2. 2023
    Sargent & Lundy Savings Investment Plan4,290 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sargent & Lundy report on Form 5500?
Sargent & Lundy (EIN 36-1729848) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sargent & Lundy?
The Employer Identification Number (EIN) reported for Sargent & Lundy is 36-1729848.
What is the latest Form 5500 filing year for Sargent & Lundy?
The latest loaded Form 5500 filing year for Sargent & Lundy is 2023.

Related Form 5500 pages