Form 5500 · Employee benefit plan · PHOENIX, AZ
GOLDBERG & OSBORNE, LLP
Public Form 5500 records show how GOLDBERG & OSBORNE, LLP (PHOENIX, AZ) structures its employee benefits. Its broker of record is CREST INSURANCE GROUP, LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF ARIZONA and 4 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0625199 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ARIZONA | Health | 87 | October | $31,761 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Health, Life, Disability | 86 | December | $6,342 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 58 | December | $6,083 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 177 | December | $2,516 |
| AVESIS INSURANCE INCORPORATED | Vision | 111 | December | $697 |
Questions
Who is GOLDBERG & OSBORNE, LLP's benefits broker?
Per its most recent Form 5500 Schedule A, GOLDBERG & OSBORNE, LLP's broker of record is CREST INSURANCE GROUP, LLC.
What insurance carrier does GOLDBERG & OSBORNE, LLP use?
GOLDBERG & OSBORNE, LLP's benefit plan is written through BLUE CROSS BLUE SHIELD OF ARIZONA, among 5 disclosed carriers.
When does GOLDBERG & OSBORNE, LLP's group plan renew?
The most recent Schedule A policy period for GOLDBERG & OSBORNE, LLP ended in October. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from GOLDBERG & OSBORNE, LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.