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  2. GOODWILL INDUSTRIES OF THE VALLEYS, INC.
Sponsor portfolioTH

GOODWILL INDUSTRIES OF THE VALLEYS, INC.

EIN 54-0884014-non-profit organization management-Latest filing 2025
Plans
3
Retirement
1
$7.5M assets
Welfare
2
$3.6M premiums
Participants
1,676
2502 MELROSE AVENUE NW - ROANOKE, VA 24017540-581-0620goodwillvalleys.comLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
3 filings
#002403b-$7.5M - 533 part#501Fully Insured-$3.4M - 928 lives#502Fully Insured-$188K - 512 lives

Benefits portfolio analytics

2 plans / $3.6M premiums / 1,440 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Other$148K
  • Dental$111K
  • Life$30K
  • Short-term disability$22K
  • Vision$19K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • DELTA DENTAL OF CALIFORNIA3%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $3.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • MARSH & MCLENNAN AGENCY LLC58%
  • THE BUSINESS BENEFITS GROUP, INC.37%
  • ROGER BOUCHARD INSURANCE INC3%
  • EA LEGACY LLC3%
Total $146K4 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 GOODWILL INDUSTRIES OF THE VALLEYS, INC.

403b

Assets$7.5M
Participants533
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GOODWILL INDUSTRIES OF THE VALLEYS EMPLOYEE HEALTH & WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.4M
Covered lives928
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GOODWILL INDUSTRIES OF THE VALLEYS WELFARE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$188K
Covered lives512
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002403(B) THRIFT PLAN FOR GOODWILL INDUSTRIES OF THE VALLEYS, INC.403b$7.5M5332024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GOODWILL INDUSTRIES OF THE VALLEYS EMPLOYEE HEALTH & WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.4M9282025
502GOODWILL INDUSTRIES OF THE VALLEYS WELFARE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$188K5122025
Retirement plans
Welfare plans
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