Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$487K
- Other$478K
- Dental$449K
- Vision$449K
- Life$449K
- Short-term disability$449K
- +1 more
Sponsor portfolio
GOODWILL INDUSTRIES OF FORT WORTH, INC.
EIN 75-0868393investment bankingLatest filing 2025
Plans
2
Retirement
1
$9.0M assets
Welfare
1
$964K premiums
Participants
1,159
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $964K premiums / 731 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- SUN LIFE ASSURANCE COMPANY OF CANADA97%
- HCC LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
61%top
- HUB INTERNATIONAL MIDWEST LIMITED61%
- STEALTH PARTNER GROUP LLC36%
- UMR, INC.3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GOODWILL INDUSTRIES OF FORT WORTH 401(K) PLAN
401k
Assets$9.0M
Participants469
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
GOODWILL INDUSTRIES OF FORT WORTH, INC. DBA GOODWILL NORTH CENTRAL TEXAS HEALTH AND WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$964K
Covered lives731
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GOODWILL INDUSTRIES OF FORT WORTH 401(K) PLAN | 401k | $9.0M | 469 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | GOODWILL INDUSTRIES OF FORT WORTH, INC. DBA GOODWILL NORTH CENTRAL TEXAS HEALTH AND WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $964K | 731 | 2025 |
Retirement plans
Welfare plans