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Sponsor portfolioTH

GOODWILL INDUSTRIES OF NORTHWEST NORTH CAROLINA, INC.

EIN 56-0588474-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$24.9M assets
Welfare
1
$706K premiums
Participants
3,427
2701 UNIVERSITY PARKWAY - WINSTON-SALEM, NC 27115336-724-3625goodwillnwnc.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
3 filings
#002MoneyPurchase-$23.0M - 1,259 part#003403b-$1.9M - 1,193 part#502Mixed-$706K - 975 lives

Retirement portfolio analytics

2 plans aggregated / $24.9M assets / 2,452 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • MONEY PURCHASE PLAN (#002)92%
  • NORTHWEST NC 403(B) (#003)8%
Total $24.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • ASCENSUS LLC100%
Total $24.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PLAN (#002)1,259
  • NORTHWEST NC 403(B) (#003)1,193
Total 2,452Click row to drill in

Benefits portfolio analytics

1 plan / $706K premiums / 975 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$706K
  • Life$593K
  • Short-term disability$593K
  • Long-term disability$593K
Total $706K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • HARTFORD LIFE AND ACCIDENT84%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA16%
  • MDLIVE0%
Total $706K3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • FOUNDATION RISK PARTNERS CORP76%
  • THE WORKSITE GROUP LLC24%
Total $165K2 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

GOODWILL INDUSTRIES OF NORTHWEST NORTH CAROLINA, INC. MONEY PURCHASE PLAN

MoneyPurchase

Assets$23.0M
Participants1,259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) PLAN

403b

Assets$1.9M
Participants1,193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GOODWILL INDUSTRIES OF NORTHWEST NORTH CAROLINA INC GROUP BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$706K
Covered lives975
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GOODWILL INDUSTRIES OF NORTHWEST NORTH CAROLINA, INC. MONEY PURCHASE PLANMoneyPurchase$23.0M1,2592024
003GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) PLAN403b$1.9M1,1932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GOODWILL INDUSTRIES OF NORTHWEST NORTH CAROLINA INC GROUP BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$706K9752025
Retirement plans
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