Form 5500 · Employee benefit plan · REDLANDS, CA
SAGE OAK CHARTER SCHOOLS
SAGE OAK CHARTER SCHOOLS's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ABD INS. AND FINANCIAL SVCS., INC.. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 4 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-4121914 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 438 | June | $123,829 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Health | 109 | June | $94,103 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision | 991 | June | $36,381 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 388 | June | $7,064 |
| SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | Dental | 375 | June | $3,426 |
Questions
Who is SAGE OAK CHARTER SCHOOLS's benefits broker?
Per its most recent Form 5500 Schedule A, SAGE OAK CHARTER SCHOOLS's broker of record is ABD INS. AND FINANCIAL SVCS., INC..
What insurance carrier does SAGE OAK CHARTER SCHOOLS use?
SAGE OAK CHARTER SCHOOLS's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 5 disclosed carriers.
When does SAGE OAK CHARTER SCHOOLS's group plan renew?
The most recent Schedule A policy period for SAGE OAK CHARTER SCHOOLS ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SAGE OAK CHARTER SCHOOLS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.