Sagepoint Financial — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sagepoint Financial is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $8,804 and reported indirect compensation totals $140,479.
Reported compensation summary
- Reported direct compensation
- $8,804
- Reported indirect compensation
- $140,479
- Total reported compensation
- $149,283
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| International Sos Assistance, Inc. | PA | 1 | $41,332 |
| Fellowshiplife, Inc. | NJ | 1 | $28,455 |
| Fellowshiplife, Inc. | NJ | 1 | $28,455 |
| Kewa Pueblo Health Corporation | NM | 1 | $18,356 |
| Agi Industries, Inc. | LA | 1 | $14,696 |
| Medaire, Inc. | AZ | 1 | $9,185 |
| Varney Agency, Inc. | ME | 1 | $8,804 |
State footprint
Plans reporting Sagepoint Financial are sponsored in NJ (2), AZ (1), LA (1), ME (1), NM (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| International Sos Assistance, Inc. | International Sos And The International Sos Group Of Companies 401(K) Plan | 2023 | $0 | $41,332 |
| Fellowshiplife, Inc. | Fellowshiplife, Inc. 401(K) Employee Savings Plan | 2023 | $0 | $28,455 |
| Fellowshiplife, Inc. | Fellowshiplife, Inc. 401(K) Employee Savings Plan | 2023 | $0 | $28,455 |
| Kewa Pueblo Health Corporation | Kewa Pueblo Health Corporation 401(K) Profit Sharing Plan | 2023 | $0 | $18,356 |
| Agi Industries, Inc. | Agi Industries 401(K) Profit Sharing Plan | 2023 | $0 | $14,696 |
| Medaire, Inc. | Medaire 401(K) Plan | 2023 | $0 | $9,185 |
| Varney Agency, Inc. | Varney Agency Retirement Savings Plan | 2023 | $8,804 | not reported in the loaded dataset |
Related Form 5500 pages
- International Sos And The International Sos Group Of Companies 401(K) Plan (plan 001)
- International Sos Assistance, Inc. — all reported plans
- Fellowshiplife, Inc. 401(K) Employee Savings Plan (plan 001)
- Fellowshiplife, Inc. — all reported plans
- Fellowshiplife, Inc. 401(K) Employee Savings Plan (plan 001)
- Fellowshiplife, Inc. — all reported plans
- Kewa Pueblo Health Corporation 401(K) Profit Sharing Plan (plan 001)
- Kewa Pueblo Health Corporation — all reported plans
- Agi Industries 401(K) Profit Sharing Plan (plan 001)
- Agi Industries, Inc. — all reported plans
- Medaire 401(K) Plan (plan 001)
- Medaire, Inc. — all reported plans
- Varney Agency Retirement Savings Plan (plan 001)
- Varney Agency, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources