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  2. GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC.
Sponsor portfolioTH

GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC.

EIN 56-0844639-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$17.7M assets
Welfare
1
$7.6M premiums
Participants
2,156
5301 WILKINSON BLVD - CHARLOTTE, NC 282085455704-332-0338goodwillsp.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$17.7M - 1,449 part#501Fully Insured-$7.6M - 701 lives

Benefits portfolio analytics

1 plan / $7.6M premiums / 701 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.9M
  • Prescription drug$6.9M
  • Dental$246K
  • Other$187K
  • Short-term disability$91K
  • Long-term disability$72K
  • +2 more
Total $7.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • DELTA DENTAL OF CALIFORNIA3%
  • VISION SERVICE PLAN1%
Total $7.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • NFP INSURANCE SERVICES INC55%
  • ELIZABETH URBANSKI45%
Total $109K2 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 THE SOUTHERN PIEDMONT, INC. RETIREMENT PLAN

401k

Assets$17.7M
Participants1,449
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP INSURANCE FOR EMPLOYEES OF GOODWILL INDUSTRIES

Fully Insured - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$7.6M
Covered lives701
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC. RETIREMENT PLAN401k$17.7M1,4492025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP INSURANCE FOR EMPLOYEES OF GOODWILL INDUSTRIESFully InsuredBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$7.6M7012025
Retirement plans
Welfare plans
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