Sponsor portfolio

GOODWILL KEYSTONE AREA

EIN 23-1365338non-profit organization managementLatest filing 2025

Plans

Retirement

$17.7M assets

Welfare

$4.5M premiums

Participants

3,053

1150 GOODWILL DRIVE - HARRISBURG, PA 17101717-232-1831yourgoodwill.orgLinkedIn1001-5000 employeesnon-profit organization management

Plans on this EIN

3 filings

#001401k-$16.0M - 1,929 part #003401k-$1.7M - 224 part #501Fully Insured-$4.5M - 846 lives

Retirement portfolio analytics

2 plans aggregated / $17.7M assets / 2,153 participants

Assets by plan

Share of aggregate retirement assets

90%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $4.5M premiums / 846 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$4.2M
Dental$4.2M
Vision$4.2M
Prescription drug$4.2M
Life$171K
Other$159K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

94%top

CAPITAL ADVANTAGE ASSURANCE COMPANY94%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
AFLAC0%
UNUM LIFE INSURANCE COMPANY OF AMERICA0%

Broker market share

Schedule A broker compensation

Split broker

84%top

AP BENEFIT ADVISORS, LLC84%
GIS BENEFITS INC15%
GERALD L WALSH0%
ANTHONY S ALMODOVAR0%
CLARENCE L ROE0%
+3 more

Plan deep-dives

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

Retirement#001

401(K) PROFIT SHARING PLAN OF GOODWILL KEYSTONE AREA

401k

Assets$16.0M

Participants1,929

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#003