Sponsor portfolioTH

GOODWILL INDUSTRIES OF SW FLORIDA INC

EIN 59-6196141non-profit organization managementLatest filing 2025

Plans

Retirement

$5.5M assets

Welfare

$993K premiums

Participants

2,331

5100 TICE ST - FORT MYERS, FL 339055203239-995-2106goodwillsouthflorida.orgLinkedIn1001-5000 employeesnon-profit organization management

Plans on this EIN

2 filings

#001OtherDC-$5.5M - 1,666 part #501Mixed-$993K - 665 lives

Benefits portfolio analytics

1 plan / $993K premiums / 665 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Stop-loss$702K
Other$236K
Life$222K
Short-term disability$222K
Long-term disability$222K
Dental$105K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

68%top

SUN LIFE ASSURANCE COMPANY OF CANADA68%
UNITED OF OMAHA LIFE INSURANCE COMPANY21%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
METROPOLITAN LIFE INSURANCE COMPANY2%

Broker market share

Schedule A broker compensation

Split broker

37%top

DIGITAL INSURANCE LLC37%
JOSEPH SULLIVAN36%
ENROLLEASE18%
FMLASOURCE INC6%
CENTRO BENEFITS RESEARCH LLC3%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#001

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA, INC.

OtherDC

Assets$5.5M

Participants1,666

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501