PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GOODWILL INDUSTRIES OF HOUSTON
Sponsor portfolio

GOODWILL INDUSTRIES OF HOUSTON

EIN 74-1285095-Latest filing 2025
Plans
2
Retirement
1
$4.6M assets
Welfare
1
$584K premiums
Participants
1,709
1140 WEST LOOP NORTH FWY - HOUSTON, TX 77055713-699-7621LinkedIn1-10 employees
Plans on this EIN
2 filings
#003ProfitSharing-$4.6M - 952 part#501Mixed-$584K - 3,215 lives

Benefits portfolio analytics

1 plan / $584K premiums / 3,215 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$445K
  • Short-term disability$445K
  • Long-term disability$445K
  • Other$445K
  • Dental$139K
  • Vision$139K
Total $584K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY76%
  • UNITEDHEALTHCARE INSURANCE COMPANY24%
Total $584K2 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • THE MEEHAN AGENCY LLC53%
  • MARSH & MCLENNAN AGENCY LLC47%
Total $57K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

GOODWILL RETIREMENT PLAN

ProfitSharing

Assets$4.6M
Participants952
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GOODWILL INDUSTRIES OF HOUSTON EMPLOYEE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$584K
Covered lives3,215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003GOODWILL RETIREMENT PLANProfitSharing$4.6M9522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GOODWILL INDUSTRIES OF HOUSTON EMPLOYEE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$584K3,2152025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica