Sagepoint Financial Inc
Phoenix, AZ
Sagepoint Financial Inc of Phoenix, AZ is the broker of record on 12 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $1,390 in reported broker commissions (plan year 2025).
Quick answer
Sagepoint Financial Inc (Phoenix, AZ) is the broker of record for 3 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Sagepoint Financial Inc have?
- Sagepoint Financial Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
- Who are Sagepoint Financial Inc's largest employer clients?
- By plan participants, the largest include Ram Construction Services Of Michigan, Inc. (175 participants), Future Forwarding Company (152 participants) and Fisher County Health Care Development Corp.
- How much does Sagepoint Financial Inc earn in commissions?
- Insurers reported $1,390 in broker commissions paid to Sagepoint Financial Inc for plan year 2025, per Schedule A Part 1.
- Where is Sagepoint Financial Inc located?
- Sagepoint Financial Inc is based in Phoenix, AZ and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Sagepoint Financial Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Ram Construction Services Of Michigan, Inc. | MI | 175 | 2024-12-31 |
| Future Forwarding Company | GA | 152 | 2022-12-31 |
| Fisher County Health Care Development Corp. | TX | 0 | 2021-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.