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Sponsor portfolioTH

GOODWILL OF CENTRAL AND SOUTHERN INDIANA

EIN 35-0893506-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$55.2M assets
Welfare
1
$2.3M premiums
Participants
12,814
1635 W MICHIGAN ST - INDIANAPOLIS, IN 462223852317-524-4313goodwillindy.orgLinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
3 filings
#002403b-$31.1M - 6,986 part#001ProfitSharing-$24.1M - 3,711 part#501Mixed-$2.3M - 2,523 lives

Retirement portfolio analytics

2 plans aggregated / $55.2M assets / 10,697 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • EMPLOYEE RETIREMENT Savings (#002)56%
  • CONTRIBUTION THRIFT PLAN (#001)44%
Total $55.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • AMERICAN UNITED LIFE INSURANCE CO100%
Total $55.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE RETIREMENT Savings (#002)6,986
  • CONTRIBUTION THRIFT PLAN (#001)3,711
Total 10,697Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 2,523 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$806K
  • Stop-loss$696K
  • Short-term disability$332K
  • Long-term disability$297K
  • Life$297K
  • Vision$106K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • RELIASTAR LIFE INSURANCE COMPANY56%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY40%
  • DELTA DENTAL OF CALIFORNIA5%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • STEALTH PARTNER GROUP LLC60%
  • UMR, INC.23%
  • MJ INSURANCE17%
Total $70K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. EMPLOYEE RETIREMENT SAVINGS PLAN

403b

Assets$31.1M
Participants6,986
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. DISCRETIONARY CONTRIBUTION THRIFT PLAN

ProfitSharing

Assets$24.1M
Participants3,711
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GOODWILL PLAN FOR HEALTH

Mixed - VOYA - STEALTH PARTNER GROUP

Premiums$2.3M
Covered lives2,523
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. EMPLOYEE RETIREMENT SAVINGS PLAN403b$31.1M6,9862024
001GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. DISCRETIONARY CONTRIBUTION THRIFT PLANProfitSharing$24.1M3,7112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GOODWILL PLAN FOR HEALTHMixedVOYA - STEALTH PARTNER GROUP$2.3M2,5232025
Retirement plans
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