Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
GOODWILL INDUSTRIES OF TULSA, INC.
EIN 73-0614297non-profit organization managementLatest filing 2025
Plans
3
Retirement
2
$8.6M assets
Welfare
1
$1.6M premiums
Participants
1,024
2800 SOUTHWEST BLVD - TULSA, OK 74107918-584-7291goodwilltulsa.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $8.6M assets / 615 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.6M premiums / 401 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$87K
- Vision$87K
- Other$80K
- Life$55K
- Short-term disability$34K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- UNITED OF OMAHA LIFE INSURANCE COMPANY7%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
93%top
- SUMMIT FINANCIAL GROUP INC.93%
- GIS BENEFITS INC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC.
ProfitSharing
Assets$6.1M
Participants531
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC.
401k
Assets$2.5M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
EMPLOYEE FRINGE BENEFIT PLAN OF GOODWILL INDUSTRIES OF TULSA, INC.
Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA
Premiums$1.6M
Covered lives401
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. | ProfitSharing | $6.1M | 531 | 2025 | |
| 002 | THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. | 401k | $2.5M | 84 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | EMPLOYEE FRINGE BENEFIT PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. | Fully Insured | BLUECROSS BLUESHIELD OF OKLAHOMA | $1.6M | 401 | 2025 |
Retirement plans
Welfare plans