Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$224K
- Long-term disability$224K
- Other$224K
- Dental$136K
- Vision$136K
Sponsor portfolio
SAFEPOINT MGA, LLC
EIN 46-2941255insuranceLatest filing 2025
Plans
2
Retirement
1
$7.6M assets
Welfare
1
$360K premiums
Participants
650
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $360K premiums / 368 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY62%
- HUMANA INSURANCE COMPANY38%
Broker market share
Schedule A broker compensation
100%top
- THE STONER ORGANIZATION100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SAFEPOINT MGA, LLC 401(K) PLAN
401k
Assets$7.6M
Participants282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAFEPOINT MGA, LLC HEALTH & WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$360K
Covered lives368
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAFEPOINT MGA, LLC 401(K) PLAN | 401k | $7.6M | 282 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SAFEPOINT MGA, LLC HEALTH & WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $360K | 368 | 2025 |
Retirement plans
Welfare plans