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  2. DAVIS MEMORIAL GOODWILL INDUSTRIES, INC.
Sponsor portfolioTH

DAVIS MEMORIAL GOODWILL INDUSTRIES, INC.

EIN 53-0196588-non-profit organization management-Latest filing 2025
Plans
3
Retirement
1
$20.9M assets
Welfare
2
$5.0M premiums
Participants
2,065
1140 3RD ST., NE, SUITE 350 - WASHINGTON, DC 20002202-636-4225dcgoodwill.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
3 filings
#001403b-$20.9M - 888 part#503Fully Insured-$3.7M - 996 lives#502Mixed-$1.3M - 172 lives

Benefits portfolio analytics

2 plans / $5.0M premiums / 1,168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Prescription drug$3.2M
  • Other$529K
  • Long-term disability$519K
  • Life$516K
  • Short-term disability$495K
  • +2 more
Total $5.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • KAISER FOUNDATION HEALTH PLAN INC49%
  • AETNA LIFE INSURANCE COMPANY40%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
Total $5.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • USI INSURANCE SERVICES LLC92%
  • AMWINS7%
  • KELLY & ASSOCIATES INSURANCE GROUP1%
  • NONE0%
Total $99K4 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 OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN

403b

Assets$20.9M
Participants888
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

DAVIS MEMORIAL GOODWILL INDUSTRIES, INC. HEALTH PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC

Premiums$3.7M
Covered lives996
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

DAVIS MEMORIAL GOODWILL INDUSTRIES, INC. HEALTH & WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC

Premiums$1.3M
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GOODWILL OF GREATER WASHINGTON TAX DEFERRED ANNUITY PLAN403b$20.9M8882024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503DAVIS MEMORIAL GOODWILL INDUSTRIES, INC. HEALTH PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC$3.7M9962025
502DAVIS MEMORIAL GOODWILL INDUSTRIES, INC. HEALTH & WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC$1.3M1722025
Retirement plans
Welfare plans
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