Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Dental$1.0M
- Short-term disability$28K
- Life$21K
- Vision$17K
- Long-term disability$15K
- +1 more
Sponsor portfolioTH
HEART OF TEXAS GOODWILL INDUSTRIES INC
EIN 74-1238443retailLatest filing 2025
Plans
4
Retirement
1
$1.5M assets
Welfare
3
$1.2M premiums
Participants
946
Benefits portfolio analytics
3 plans / $1.2M premiums / 411 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
- DEARBORN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
95%top
- MARSH & MCLENNAN AGENCY LLC95%
- GIS BENEFITS INC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HEART OF TEXAS GOODWILL INDUSTRIES 403B PLAN
403b
Assets$1.5M
Participants460
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEART OF TEXAS GOODWILL INDUSTRIES INC BENEFIT PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF TEXAS
Premiums$1.1M
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
HEART OF TEXAS GOODWILL INDUSTRIES INC LIFE AND DISABILITY PLAN
Fully Insured - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
Premiums$76K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
HEART OF TEXAS GOODWILL INDUSTRIES, INC. HRA
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEART OF TEXAS GOODWILL INDUSTRIES 403B PLAN | 403b | $1.5M | 460 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEART OF TEXAS GOODWILL INDUSTRIES INC BENEFIT PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF TEXAS | $1.1M | 209 | 2025 | |
| 502 | HEART OF TEXAS GOODWILL INDUSTRIES INC LIFE AND DISABILITY PLAN | Fully Insured | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $76K | 202 | 2024 | |
| 503 | HEART OF TEXAS GOODWILL INDUSTRIES, INC. HRA | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans