Welfare broker

SAFEGUARD GROUP INC

Mailing address (most recent filing)

100 GRANITE DR

MEDIA, PA 19063

Total comp: $96K
Commissions: $79K
Fees: $16K
Filings: 13
Sponsors: 13

Carrier mix

Where SAFEGUARD GROUP INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

METROPOLITAN LIFE INSURANCE COMPANY33.3%
HM LIFE INSURANCE COMPANY33.3%
BLUE CROSS OF CALIFORNIA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
METROPOLITAN LIFE INSURANCE COMPANY	1	$195K	33.3%
HM LIFE INSURANCE COMPANY	1	$387K	33.3%
BLUE CROSS OF CALIFORNIA	1	$20.4M	33.3%

Top states · with penetration index

Plan count by state. Index > 1.0means over-indexed vs the broker's national share.

State	Plans	Premium	State share	Index
PA	2	$20.5M	0.0%	15.99x
DE	1	$387K	0.4%	136.58x

Top industries by premium

NAICS-2 sectors where this broker places the most welfare premium.

Sponsor-size mix

Plan count by total participants. Reveals whether this broker is a mid-market player or jumbo-employer specialist.

Broker compensation as % of premium

Distribution of SAFEGUARD GROUP INC's plans by broker comp / premium ratio. Median 3.14% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

Share of SAFEGUARD GROUP INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where SAFEGUARD GROUP INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
DUANE MORRIS LLP MEDICAL, MAJOR MEDICAL, AD&D, AND GROUP LIFE INSURANCE FOR STAFF, ASSOCIATES & PARTNERS OF DUANE MORRIS LLP	PA	$20.4M	$94K	INDEPENDENCE BLUE CROSS
HANSEN PROPERTIES, INC HANSEN PROPERTIES, INC. EMPLOYEE BENEFIT PLAN	PA	$195K	$18K	METROPOLITAN LIFE INSURANCE COMPANY
DENTAL MANAGEMENT STRATEGIES, LLC DENTAL MANAGEMENT STRATEGIES, LLC EMPLOYEE BENEFIT PLAN	DE	$387K	$12K	HM LIFE INSURANCE COMPANY

Carrier

Plans

Premium

METROPOLITAN LIFE INSURANCE COMPANY

$195K

33.3%

HM LIFE INSURANCE COMPANY

$387K

33.3%

BLUE CROSS OF CALIFORNIA

$20.4M

33.3%

State

Plans

Premium

State share

Index

$20.5M

0.0%

15.99x

$387K

0.4%

136.58x

Sponsor

Loc

Premium

Comp

Carrier

DUANE MORRIS LLP

MEDICAL, MAJOR MEDICAL, AD&D, AND GROUP LIFE INSURANCE FOR STAFF, ASSOCIATES & PARTNERS OF DUANE MORRIS LLP

$20.4M

$94K

INDEPENDENCE BLUE CROSS

HANSEN PROPERTIES, INC

HANSEN PROPERTIES, INC. EMPLOYEE BENEFIT PLAN

$195K

$18K

METROPOLITAN LIFE INSURANCE COMPANY

DENTAL MANAGEMENT STRATEGIES, LLC

DENTAL MANAGEMENT STRATEGIES, LLC EMPLOYEE BENEFIT PLAN

$387K

$12K

HM LIFE INSURANCE COMPANY