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  2. Goodwill Industries of Southeastern Wisconsin, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

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Goodwill Industries of Southeastern Wisconsin, Inc.

EIN 39-0808491-retail-Latest filing 2025
Plans
6
Retirement
3
$98.9M assets
Health & Benefits
3
$5.0M premiums
Participants
15,068
6055 N 91ST STREET - MILWAUKEE, WI 53225414-847-4200LinkedIn5001-10000 employeesretail
Plans on this EIN
6 filings
#001Money purchase-$63.5M - 3,149 part#002403(b)-$34.6M - 6,741 part#003Profit-sharing-$740K - 21 part#502Fully insured-$3.1M - 629 lives#507Mixed-$1.9M - 4,572 lives#508Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Retirement portfolio analytics

3 plans aggregated / $98.9M assets / 9,911 participants

Assets by plan

Share of aggregate retirement assets

  • MONEY ACCUMULATION PLAN (#001)$63.5M
  • WISCONSIN, INC. 403(B) (#002)$34.6M
  • SCA RETIREMENT PLAN (#003)$740K
Total $98.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • WISCONSIN, INC. 403(B) (#002)6,741
  • MONEY ACCUMULATION PLAN (#001)3,149
  • SCA RETIREMENT PLAN (#003)21
Total 9,911Select a row to open it

Benefits portfolio analytics

3 plans / $5.0M premiums / 5,201 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Other$2.6M
  • Dental$790K
  • Prescription drug$682K
  • Short-term disability$488K
  • Life$358K
  • +2 more
Total $5.0M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

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

Money purchase

Assets$63.5M
Participants3,149
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

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

403(b)

Assets$34.6M
Participants6,741
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

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

Profit-sharing

Assets$740K
Participants21
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC HEALTH & WELFARE PLAN

Fully insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$3.1M
Covered lives629
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#507

GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives4,572
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#508

GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. FSA

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EMPLOYEE MONEY ACCUMULATION PLANMoney purchase$63.5M3,1492025
#002GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. 403(B) PLAN403(b)$34.6M6,7412025
#003GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC. & GREAT LAKES RESOURCES INC. SCA RETIREMENT PLANProfit-sharing$740K212025
  • GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EMPLOYEE MONEY ACCUMULATION PLAN$63.5M
    #001 · Money purchase · 20253,149
  • GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. 403(B) PLAN$34.6M
    #002 · 403(b) · 20256,741
  • GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC. & GREAT LAKES RESOURCES INC. SCA RETIREMENT PLAN$740K
    #003 · Profit-sharing · 202521

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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$1.9M4,5722025
#508GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. FSASelf-funded-$002025
  • GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC HEALTH & WELFARE PLAN$3.1M
    #502 · Fully insured · UNITED HEALTHCARE INSURANCE COMPANY · 2025629
  • GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. WELFARE BENEFIT PLAN$1.9M
    #507 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 20254,572
  • GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. FSA$0
    #508 · Self-funded · 20250
Retirement plans
Health & Benefits plans

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