PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MORGAN MEMORIAL GOODWILL INDUSTRIES, INC.
Sponsor portfolioTH

MORGAN MEMORIAL GOODWILL INDUSTRIES, INC.

EIN 04-2106765-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$11.7M assets
Welfare
1
$1.6M premiums
Participants
940
1010 HARRISON AVENUE - BOSTON, MA 021192540617-445-1010goodwillmass.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filings
#001403b-$9.2M - 555 part#002ProfitSharing-$2.5M - 94 part#502Fully Insured-$1.6M - 290 lives

Retirement portfolio analytics

2 plans aggregated / $11.7M assets / 649 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • (B) RETIREMENT PLAN (#001)79%
  • 401(A) RETIREMENT PLAN (#002)21%
Total $11.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • (B) RETIREMENT PLAN (#001)555
  • 401(A) RETIREMENT PLAN (#002)94
Total 649Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 290 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Prescription drug$1.5M
  • Life$72K
  • Long-term disability$72K
  • Other$72K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $62K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MORGAN MEMORIAL GOODWILL INDUSTRIES INC 403 (B) RETIREMENT PLAN

403b

Assets$9.2M
Participants555
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MORGAN MEMORIAL GOODWILL INDUSTRIES, INC. 401(A) RETIREMENT PLAN

ProfitSharing

Assets$2.5M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MORGAN MEMORIAL GOODWILL INDUSTRIES EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$1.6M
Covered lives290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MORGAN MEMORIAL GOODWILL INDUSTRIES INC 403 (B) RETIREMENT PLAN403b$9.2M5552025
002MORGAN MEMORIAL GOODWILL INDUSTRIES, INC. 401(A) RETIREMENT PLANProfitSharing$2.5M942025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MORGAN MEMORIAL GOODWILL INDUSTRIES EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.6M2902025
Retirement plans
Welfare plans
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