Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$184K
- Dental$178K
- Life$162K
- Short-term disability$162K
- Long-term disability$162K
Sponsor portfolio
SAFEGUARD PROPERTIES MANAGEMENT, LLC
EIN 90-0881590real estateLatest filing 2025
Plans
2
Retirement
1
$30.1M assets
Welfare
1
$362K premiums
Participants
696
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $362K premiums / 430 covered livesCarrier market share
Premium dollars by Schedule A carrier
49%top
- DELTA DENTAL OF CALIFORNIA49%
- LIFE INSURANCE COMPANY OF NORTH AMERICA45%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
77%top
- THE FEDELI GROUP77%
- WILLIS TOWERS WATSON US LLC16%
- PLANCORP VANTAGE BENEFIT ADVISORS4%
- JOSHUA SMITH2%
- YANKE RICHARD1%
- +1 more
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 PROPERTIES MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$30.1M
Participants524
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAFEGUARD PROPERTIES MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$362K
Covered lives430
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAFEGUARD PROPERTIES MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | 401k | $30.1M | 524 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SAFEGUARD PROPERTIES MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $362K | 430 | 2025 |
Retirement plans
Welfare plans