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Sponsor portfolioTH

GOODWILL INDUSTRIES OF SAN ANTONIO

EIN 74-1238444-civic & social organization-Latest filing 2024
Plans
3
Retirement
1
$28.1M assets
Welfare
2
$979K premiums
Participants
4,874
406 WEST COMMERCE STREET - SAN ANTONIO, TX 78207210-924-8581goodwillsa.orgLinkedIn1001-5000 employeescivic & social organization
Plans on this EIN
3 filings
#002OtherDC-$28.1M - 2,232 part#504Fully Insured-$883K - 1,555 lives#501Mixed-$96K - 1,087 lives

Benefits portfolio analytics

2 plans / $979K premiums / 2,642 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$883K
  • Short-term disability$883K
  • Long-term disability$883K
  • Other$883K
  • Vision$96K
Total $979K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • AMERICAN UNITED LIFE INSURANCE COMPANY90%
  • VISION SERVICE PLAN10%
Total $979K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CROWN RISK MANAGEMENT, LLC100%
Total $134K1 slice

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 OF SAN ANTONIO RETIREMENT SAVINGS PLAN

OtherDC

Assets$28.1M
Participants2,232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

GOODWILL INDUSTRIES LIFE AND DISABILITY PLAN

Fully Insured - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$883K
Covered lives1,555
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

GOODWILL INDUSTRIES OF SAN ANTONIO HEALTH AND WELFARE PLANS

Mixed - VISION SERVICE PLAN

Premiums$96K
Covered lives1,087
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002GOODWILL OF SAN ANTONIO RETIREMENT SAVINGS PLANOtherDC$28.1M2,2322024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504GOODWILL INDUSTRIES LIFE AND DISABILITY PLANFully InsuredAMERICAN UNITED LIFE INSURANCE COMPANY$883K1,5552024
501GOODWILL INDUSTRIES OF SAN ANTONIO HEALTH AND WELFARE PLANSMixedVISION SERVICE PLAN$96K1,0872024
Retirement plans
Welfare plans
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