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Sponsor portfolio

GOODWILL INDUSTRIES OF NE IOWA, INC.

EIN 42-0839399-professional training & coaching-Latest filing 2024
Plans
4
Retirement
1
$7.2M assets
Welfare
3
$1.6M premiums
Participants
722
2800 FALLS AVENUE - WATERLOO, IA 50701319-234-4626LinkedIn11-50 employeesprofessional training & coaching
Plans on this EIN
4 filings
#001401k-$7.2M - 372 part#502Fully Insured-$1.4M - 94 lives#503Fully Insured-$96K - 143 lives#504Fully Insured-$79K - 113 lives

Benefits portfolio analytics

3 plans / $1.6M premiums / 350 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Life$96K
  • Short-term disability$96K
  • Long-term disability$96K
  • Other$96K
  • Dental$79K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • TRUE NORTH COMPANIES LC72%
  • GROUP SOLUTIONS LLC28%
Total $31K2 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 INDUSTRIES OF NE IOWA, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$7.2M
Participants372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GOODWILL INDUSTRIES OF NE IOWA, INC. HEALTH INSURANCE PLAN

Fully Insured - WELLMARK BLUE CROSS BLUE SHIELD OF IOWA

Premiums$1.4M
Covered lives94
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

GOODWILL INDUSTRIES OF NE IOWA INC GROUP LIFE, SHORT-TERM AND LONG-TERM DISABILITY PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$96K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

GOODWILL INDUSTRIES OF NE IOWA, INC. DENTAL PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$79K
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GOODWILL INDUSTRIES OF NE IOWA, INC. 401(K) PROFIT SHARING PLAN401k$7.2M3722024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GOODWILL INDUSTRIES OF NE IOWA, INC. HEALTH INSURANCE PLANFully InsuredWELLMARK BLUE CROSS BLUE SHIELD OF IOWA$1.4M942024
503GOODWILL INDUSTRIES OF NE IOWA INC GROUP LIFE, SHORT-TERM AND LONG-TERM DISABILITY PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$96K1432024
504GOODWILL INDUSTRIES OF NE IOWA, INC. DENTAL PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$79K1132024
Retirement plans
Welfare plans
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