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Sponsor portfolioWelfare / HealthEIN 90-0881590

SAFEGUARD PROPERTIES MANAGEMENT, LLC

7887 SAFEGUARD CIRCLE · VALLEY VIEW, OH 44125
8008528306
Plans filed
1
Years active
2015–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$362K
No prior year
Persons covered
430
No prior year
Total participants
172
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$362K
SAFEGUARD PROPERTIES MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN
Mixed430 covered·4 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$184K21.7%
Dental$178K21.0%
Life$162K19.1%
Short-term disability$162K19.1%
Long-term disability$162K19.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
DELTA DENTAL OF CALIFORNIA
EIN 751233841
D
$178K49.2%12405
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$162K44.8%11430
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$22K6.0%1147

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE FEDELI GROUPCLEVELAND, OHLIFE INSURANCE COMPANY OF NORTH AMERICA, DELTA DENTAL OF OHIO$0$6K$6K77.3%1
WILLIS TOWERS WATSON US LLCCLEVELAND, OHAMERICAN HERITAGE LIFE INSURANCE COMPANY$1K$168$1K15.9%1
PLANCORP VANTAGE BENEFIT ADVISORSCLEVELAND, OHAMERICAN HERITAGE LIFE INSURANCE COMPANY$303$0$3034.0%1
JOSHUA SMITHSULLIVAN, OHAMERICAN HERITAGE LIFE INSURANCE COMPANY$151$0$1512.0%1
YANKE RICHARDBRUNSWICK, OHAMERICAN HERITAGE LIFE INSURANCE COMPANY$39$0$390.5%1
CGI VOLUNTARY BENEFITS, INC.SHAKER HEIGHTS, OHAMERICAN HERITAGE LIFE INSURANCE COMPANY$24$0$240.3%1

History & trajectory

11 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
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