PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THE SAFE ALLIANCE

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 74-2320657

THE SAFE ALLIANCE

PO BOX 19454 · AUSTIN, TX 787609454
5124791222
Plans filed
1
Years active
2017–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
284
No prior year
Total participants
284
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.9M
THE SAFE ALLIANCE WRAP PLAN
Fully insured284 covered·3 carriers
Primary: AETNA LIFE INSURANCE COMPANY AND AFFILIATES

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Vision$1.9M31.4%
Health$1.7M28.7%
Dental$1.7M28.7%
Other$181K3.1%
Life$158K2.7%
Short-term disability$158K2.7%
Long-term disability$158K2.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HDV
$1.7M90.3%11284
DEARBORN LIFE INSURANCE COMPANY
EIN 362598882
VLSTDLTDOth
$158K8.4%11271
AFLAC
EIN 822723296
Oth
$23K1.2%1126

Broker overview

15 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HIGGINBOTHAM INS AGENCY INCFORT WORTH, TXAFLAC, DEARBORN LIFE INSURANCE COMPANY$18K$5K$23K90.7%1
ROBERT K WHITTLAGO VISTA, TXAFLAC$510$0$5102.0%1
DANIEL WOLFENSTEINAUSTIN, TXAFLAC$374$0$3741.5%1
JEROME JEFFREY PESEKAUSTIN, TXAFLAC$235$0$2350.9%1
ADRIANE N NEWMANHOUSTON, TXAFLAC$217$0$2170.9%1
JENNIFER R THOMYAKIMA, WAAFLAC$118$47$1650.7%1
JAMIE VILLASANAGEORGETOWN, TXAFLAC$151$8$1590.6%1
MARSH & MCLENNAN AGENCY LLCDALLAS, TXAFLAC$118$0$1180.5%1
HRO BENEFIT ADVISORS LLCHOUSTON, TXAFLAC$113$0$1130.5%1
CARTER MAYAUSTIN, TXAFLAC$105$0$1050.4%1
JAY MICHAEL ANDERSONIOWA PARK, TXAFLAC$103$0$1030.4%1
JADE CHAVEZROUND ROCK, TXAFLAC$67$0$670.3%1
PEDRO LEONE RODRIGUESROUND ROCK, TXAFLAC$64$0$640.3%1
SHELLY WEIGANDCEDAR PARK, TXAFLAC$50$8$580.2%1
MARCIE DAVENPORTWEST VALLEY CITY, UTAFLAC$56$0$560.2%1

History & trajectory

9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica