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Sponsor portfolioTH

GOODWILL INDUSTRIES OF THE HEA

EIN 42-0923563-professional training & coaching-Latest filing 2025
Plans
2
Retirement
1
$28.4M assets
Welfare
1
$3.4M premiums
Participants
1,770
8200 6TH ST SW - CEDAR RAPIDS, IA 524047029319-337-4158LinkedIn11-50 employeesprofessional training & coaching
Plans on this EIN
2 filings
#002OtherDC-$28.4M - 1,343 part#511Fully Insured-$3.4M - 481 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 481 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Other$575K
  • Dental$536K
  • Vision$536K
  • Life$536K
  • Short-term disability$536K
  • +1 more
Total $3.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • METROPOLITAN LIFE INSURANCE COMPANY17%
Total $3.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • ASSUREDPARTNERS76%
  • BHERD24%
Total $111K2 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

403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF THE HEARTLAND

OtherDC

Assets$28.4M
Participants1,343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

GOODWILL INDUSTRIES OF THE HEARTLAND

Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$3.4M
Covered lives481
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF THE HEARTLANDOtherDC$28.4M1,3432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511GOODWILL INDUSTRIES OF THE HEARTLANDFully InsuredWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$3.4M4812025
Retirement plans
Welfare plans
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