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Sponsor portfolioTH

GOODWILL EASTER SEALS MIAMI VALLEY

EIN 31-0537112-Latest filing 2025
Plans
4
Retirement
1
$9.9M assets
Welfare
3
$215K premiums
Participants
1,832
660 S MAIN ST - DAYTON, OH 454022708937-461-4800LinkedIn1-10 employees
Plans on this EIN
4 filings
#001403b-$9.9M - 1,508 part#501Mixed-$215K - 626 lives#502Self Funded-0 lives#511Self Funded-0 lives

Benefits portfolio analytics

3 plans / $215K premiums / 626 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$193K
  • Life$186K
  • Long-term disability$186K
  • Vision$21K
Total $215K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • HARTFORD LIFE AND ACCIDENT87%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY10%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD3%
Total $215K3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • MARSH & MCLENNAN AGENCY LLC92%
  • WATCHTOWER BENEFITS, LLC8%
  • THREEFLOW1%
Total $30K3 slices

Plan deep-dives

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

GOODWILL EASTER SEALS MIAMI VALLEY 403(B) PLAN

403b

Assets$9.9M
Participants1,508
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GOODWILL EASTER SEALS MIAMI VALLEY EMPLOYEE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$215K
Covered lives626
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GOODWILL EASTER SEALS MIAMI VALLEY SOURCEAMERICA HEALTH & WELFARE BENEFIT PLAN (FULL TIME EMPLOYEES)

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

GOODWILL EASTER SEALS MIAMI VALLEY SOURCEAMERICA HEALTH & WELFARE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GOODWILL EASTER SEALS MIAMI VALLEY 403(B) PLAN403b$9.9M1,5082024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GOODWILL EASTER SEALS MIAMI VALLEY EMPLOYEE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$215K6262025
502GOODWILL EASTER SEALS MIAMI VALLEY SOURCEAMERICA HEALTH & WELFARE BENEFIT PLAN (FULL TIME EMPLOYEES)Self Funded-$002024
511GOODWILL EASTER SEALS MIAMI VALLEY SOURCEAMERICA HEALTH & WELFARE BENEFIT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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