Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$11.4M
- Dental$11.4M
- Other$472K
- Life$134K
- Long-term disability$98K
Sponsor portfolio
GOELLNER, INC.
EIN 36-4348436Latest filing 2025
Plans
2
Retirement
1
$24.4M assets
Welfare
1
$12.0M premiums
Participants
1,589
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $12.0M premiums / 1,376 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- RELIANCE STANDARD LIFE INSURANCE COMPANY5%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
94%top
- FIRST BENEFITS CORPORATION94%
- GIS BENEFITS INC6%
- BOON CHAPMAN BENEFIT ADMINISTRATORS0%
- BENEFIT PLANNING SERVICES INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GOELLNER, INC. RETIREMENT SAVINGS PLAN
401k
Assets$24.4M
Participants995
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
GOELLNER INC EMPLOYER GROUP HEALTH PLAN
Mixed - BLUE CROSS AND BLUE SHIELD OF ILLINOIS
Premiums$12.0M
Covered lives1,376
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GOELLNER, INC. RETIREMENT SAVINGS PLAN | 401k | $24.4M | 995 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | GOELLNER INC EMPLOYER GROUP HEALTH PLAN | Mixed | BLUE CROSS AND BLUE SHIELD OF ILLINOIS | $12.0M | 1,376 | 2025 |
Retirement plans
Welfare plans