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  2. GOODWILL INDUSTRIES OF SOUTH FLORIDA, INC.
Sponsor portfolioTH

GOODWILL INDUSTRIES OF SOUTH FLORIDA, INC.

EIN 59-0866126-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$13.7M assets
Welfare
1
$1.2M premiums
Participants
4,991
2121 NW 21ST STREET - MIAMI, FL 33142305-325-9114goodwillsouthflorida.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
2 filings
#002401k-$13.7M - 2,776 part#504Mixed-$1.2M - 2,211 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 2,211 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$935K
  • Life$855K
  • Short-term disability$855K
  • Long-term disability$855K
  • Dental$262K
  • Vision$33K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • HARTFORD LIFE AND ACCIDENT69%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY21%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • AMERITAS LIFE INSURANCE CORP.3%
  • EYEMED VISION CARE3%
  • +2 more
Total $1.2M7 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • LOCKTON COMPANIES, LLC81%
  • THE CASON GROUP INC12%
  • EXPLAIN MY BENEFITS LLC5%
  • NATIONAL AGENCY SOLUTIONS LLC1%
  • UNKNOWN0%
  • +1 more
Total $228K6 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 SOUTH FLORIDA INC 401(K) PLAN

401k

Assets$13.7M
Participants2,776
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

GOODWILL INDUSTRIES OF SOUTH FLORIDA WRAP PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.2M
Covered lives2,211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002GOODWILL INDUSTRIES OF SOUTH FLORIDA INC 401(K) PLAN401k$13.7M2,7762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504GOODWILL INDUSTRIES OF SOUTH FLORIDA WRAP PLANMixedHARTFORD LIFE AND ACCIDENT$1.2M2,2112025
Retirement plans
Welfare plans
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