Form 5500 · Employee benefit plan · LAWRENCEVILLE, GA
SAGE SOFTWARE, INC AND CO-SPONSORING AFFILIATES
SAGE SOFTWARE, INC AND CO-SPONSORING AFFILIATES's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA and 11 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 54-1222526 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 1,973 | December | $211,811 |
| AETNA LIFE INSURANCE COMPANY | — | 957 | December | $206,589 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 257 | December | $74,503 |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC | Health | 143 | December | $44,828 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 55 | December | $18,566 |
| VISION SERVICE PLAN | Vision | 1,539 | December | $16,800 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 47 | December | $9,584 |
| ARAG INSURANCE COMPANY | — | 718 | December | $7,989 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Health | 5 | December | $1,262 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 4 | December | $1,095 |
| KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES INC | Health | 1 | December | $291 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health | 2 | June | $0 |
Questions
Who is SAGE SOFTWARE, INC AND CO-SPONSORING AFFILIATES's benefits broker?
Per its most recent Form 5500 Schedule A, SAGE SOFTWARE, INC AND CO-SPONSORING AFFILIATES's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does SAGE SOFTWARE, INC AND CO-SPONSORING AFFILIATES use?
SAGE SOFTWARE, INC AND CO-SPONSORING AFFILIATES's benefit plan is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA, among 12 disclosed carriers.
When does SAGE SOFTWARE, INC AND CO-SPONSORING AFFILIATES's group plan renew?
The most recent Schedule A policy period for SAGE SOFTWARE, INC AND CO-SPONSORING AFFILIATES ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SAGE SOFTWARE, INC AND CO-SPONSORING AFFILIATES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.