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Sponsor portfolioTH

GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC.

EIN 39-0808491-retail-Latest filing 2025
Plans
6
Retirement
3
$86.0M assets
Welfare
3
$5.0M premiums
Participants
14,825
6055 N 91ST - MILWAUKEE, WI 53225414-847-4200LinkedIn5001-10000 employeesretail
Plans on this EIN
6 filings
#001MoneyPurchase-$55.4M - 2,861 part#002403b-$29.9M - 6,796 part#003ProfitSharing-$648K - 24 part#502Fully Insured-$3.1M - 629 lives#507Mixed-$1.8M - 4,298 lives#508Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $86.0M assets / 9,681 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • MONEY ACCUMULATION PLAN (#001)64%
  • WISCONSIN, INC. 403(B) (#002)35%
  • SCA RETIREMENT PLAN (#003)1%
Total $86.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WISCONSIN, INC. 403(B) (#002)6,796
  • MONEY ACCUMULATION PLAN (#001)2,861
  • SCA RETIREMENT PLAN (#003)24
Total 9,681Click row to drill in

Benefits portfolio analytics

3 plans / $5.0M premiums / 4,927 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Other$2.2M
  • Prescription drug$682K
  • Dental$203K
  • Vision$36K
  • Life$26K
Total $3.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • UNITED HEALTHCARE INSURANCE COMPANY70%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY22%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • EYEMED VISION CARE1%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
Total $3.1M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FCE BENEFIT ADMINISTRATORS, INC.100%
Total $203K1 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

GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EMPLOYEE MONEY ACCUMULATION PLAN

MoneyPurchase

Assets$55.4M
Participants2,861
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. 403(B) PLAN

403b

Assets$29.9M
Participants6,796
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC. & GREAT LAKES RESOURCES INC. SCA RETIREMENT PLAN

ProfitSharing

Assets$648K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC HEALTH & WELFARE PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$3.1M
Covered lives629
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives4,298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. FSA

Self Funded

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

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EMPLOYEE MONEY ACCUMULATION PLANMoneyPurchase$55.4M2,8612024
002GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. 403(B) PLAN403b$29.9M6,7962024
003GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC. & GREAT LAKES RESOURCES INC. SCA RETIREMENT PLANProfitSharing$648K242024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC HEALTH & WELFARE PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$3.1M6292025
507GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.8M4,2982024
508GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. FSASelf Funded-$002024
Retirement plans
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