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Sponsor portfolioTH

SAFER FOUNDATION

EIN 36-2762168-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$9.4M assets
Welfare
1
$2.5M premiums
Participants
590
571 W JACKSON BLVD - CHICAGO, IL 60661312-922-2200saferfoundation.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
3 filings
#001403b-$9.3M - 302 part#002403b-$80K - 33 part#502Fully Insured-$2.5M - 242 lives

Retirement portfolio analytics

2 plans aggregated / $9.4M assets / 335 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • FOUNDATION 403(B) Savings (#001)99%
  • OF SAFER FOUNDATION (#002)1%
Total $9.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOUNDATION 403(B) Savings (#001)302
  • OF SAFER FOUNDATION (#002)33
Total 335Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 242 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$2.3M
  • Other$168K
  • Life$154K
  • Short-term disability$154K
  • Long-term disability$154K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DEARBORN LIFE INSURANCE COMPANY6%
  • COMBINED INSURANCE COMPANY OF AMERICA1%
  • VISION SERVICE PLAN0%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ALLIANT INSURANCE SERVICES, INC.98%
  • MESIROW INSURANCE SERVICES INC2%
Total $124K2 slices

Plan deep-dives

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

SAFER FOUNDATION 403(B) SAVINGS PLAN

403b

Assets$9.3M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

403B THRIFT PLAN OF SAFER FOUNDATION

403b

Assets$80K
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SAFER FOUNDATION HEALTH AND DENTAL PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$2.5M
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SAFER FOUNDATION 403(B) SAVINGS PLAN403b$9.3M3022024
002403B THRIFT PLAN OF SAFER FOUNDATION403b$80K332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SAFER FOUNDATION HEALTH AND DENTAL PLANFully InsuredBLUE CROSS BLUE SHIELD OF ILLINOIS$2.5M2422025
Retirement plans
Welfare plans
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