Form 5500 · Employee benefit plan · MESA, AZ
SAGE COUNSELING, INC.
Public Form 5500 records show how SAGE COUNSELING, INC. of MESA, AZ, a health care and social assistance employer, structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SVS, INC.. Coverage is written through BLUE CROSS BLUE SHIELD OF ARIZONA and 3 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-1013435 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 4 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS BLUE SHIELD OF ARIZONA, covers 196 people.
Reported premium across the insured contracts is $1,530,025, with $88,770 in disclosed broker commissions — about 5.8% of premium.
The most recent policy period ended in July, and the plan year ends July 31. Group contracts typically renew on that annual cycle.
GALLAGHER BENEFIT SVS, INC. is the broker of record on 1 of the 4 contracts; the rest name a different broker or none.
4 carriers appear on the filing — BLUE CROSS BLUE SHIELD OF ARIZONA, HARTFORD LIFE AND ACCIDENT, METROPOLITAN LIFE INSURANCE COMPANY and JORGENSEN HEALTHCARE ASSOCIATES INC., DBA JORGENSEN BROOKS GROUP — with BLUE CROSS BLUE SHIELD OF ARIZONA writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ARIZONA | Health, Dental | 196 | July | $1,430,908 | $72,662 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 178 | July | $82,719 | $14,296 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 201 | July | $10,855 | $1,258 |
| JORGENSEN HEALTHCARE ASSOCIATES INC., DBA JORGENSEN BROOKS GROUP | — | 149 | July | $5,543 | $554 |
More employer plans in Arizona — largest plans, brokers, carriers and renewal months.