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Sponsor portfolio

SAFEGUARD WORLD INTERNATIONAL, LLC

EIN 42-1767172-Latest filing 2025
Plans
2
Retirement
1
$10.3M assets
Welfare
1
$655K premiums
Participants
278
108 WILD BASIN ROAD SOUTH, SUITE 370 - AUSTIN, TX 78746408-913-9137
Plans on this EIN
2 filings
#001401k-$10.3M - 186 part#501Fully Insured-$655K - 609 lives

Benefits portfolio analytics

1 plan / $655K premiums / 609 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$485K
  • Dental$485K
  • Prescription drug$485K
  • Vision$170K
  • Life$170K
  • Short-term disability$170K
  • +2 more
Total $655K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • BLUE CROSS OF CALIFORNIA74%
  • SUN LIFE ASSURANCE COMPANY OF CANADA26%
Total $655K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EXPERINS, LLC100%
Total $41K1 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

SAFEGUARD GLOBAL 401(K) PLAN

401k

Assets$10.3M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAFEGUARD WORLD INTERNATIONAL, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$655K
Covered lives609
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAFEGUARD GLOBAL 401(K) PLAN401k$10.3M1862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAFEGUARD WORLD INTERNATIONAL, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$655K6092025
Retirement plans
Welfare plans
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