Plan Ledger DOL Form 5500 · updated monthly

Safeguard Properties Management, LLCbenefits

Safeguard Properties Management, LLC Employee Benefits Plan · VALLEY VIEW, OH · plan year 2025

Broker compensation reported · 2025
$7,625

Safeguard Properties Management, LLC's benefits plans covered 172 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $148,775. Insurance brokers and agents were paid $7,625 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 5.1% of premiums. That is $44 per covered person, in the bottom quarter of employer plans that report broker pay. Brokers were paid 3.7x the $2,059 reported for 2024.

Insurance contracts · 20254
DELTA DENTAL OF OHIO · dental$149K · 405 covered
DENTEGRA INSURANCE COMPANY · dentalpremiums n/a · 67 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life std ltdpremiums n/a · 430 covered
Brokers & agents paid · 20257
THE FEDELI GROUP, LLC$5,536 · incl $5,536 fees
THE FEDELI GROUP, INC$358 · incl $358 fees
PLANCORP VANTAGE BENEFIT ADVISORS$303
WILLIS TOWERS WATSON US, LLC$168 · incl $168 fees
CGI VOLUNTARY BENEFITS, INC.$24
2 individual agents · names withheld$190

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by The Fedeli Group, LLC4
Mfs Supply, LLC OH$25,165

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 900881590 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.