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Sponsor portfolio

SAFETY MANAGEMENT GROUP

EIN 35-2012191-construction-Latest filing 2025
Plans
2
Retirement
1
$24.3M assets
Welfare
1
$3.0M premiums
Participants
580
8335 KEYSTONE CROSSING, SUITE 103 - INDIANAPOLIS, IN 46240800-435-8850safetymanagementgroup.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#001401k-$24.3M - 321 part#501Fully Insured-$3.0M - 403 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 403 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Dental$3.0M
  • Vision$3.0M
  • Prescription drug$3.0M
  • Other$5K
Total $3.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • ANTHEM LIFE INSURANCE COMPANY100%
  • COMPSYCH0%
  • SYMETRA LIFE INSURANCE COMPANY0%
Total $3.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $67K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN

401k

Assets$24.3M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAFETY MANAGEMENT GROUP WELFARE BENEFIT PLAN

Fully Insured - ANTHEM INSURANCE COMPANIES, INC.

Premiums$3.0M
Covered lives403
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN401k$24.3M3212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAFETY MANAGEMENT GROUP WELFARE BENEFIT PLANFully InsuredANTHEM INSURANCE COMPANIES, INC.$3.0M4032025
Retirement plans
Welfare plans
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