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  2. GOODWILL OF CENTRAL AND NORTHERN ARIZONA
Sponsor portfolioTH

GOODWILL OF CENTRAL AND NORTHERN ARIZONA

EIN 86-0104415-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$20.9M assets
Welfare
1
$9.6M premiums
Participants
8,710
2626 W. BERYL AVENUE - PHOENIX, AZ 85021602-535-4100goodwillaz.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
3 filings
#001401k-$16.8M - 5,309 part#002403b-$4.1M - 44 part#501Fully Insured-$9.6M - 3,399 lives

Retirement portfolio analytics

2 plans aggregated / $20.9M assets / 5,353 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • ARIZONA RETIREMENT PLAN (#001)80%
  • NORTHERN ARIZONA 403(B) (#002)20%
Total $20.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ARIZONA RETIREMENT PLAN (#001)5,309
  • NORTHERN ARIZONA 403(B) (#002)44
Total 5,353Click row to drill in

Benefits portfolio analytics

1 plan / $9.6M premiums / 3,399 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.8M
  • Prescription drug$6.8M
  • Other$1.5M
  • Vision$752K
  • Dental$638K
  • Life$436K
  • +3 more
Total $9.6M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY73%
  • ARMADACARE11%
  • AMERITAS LIFE INSURANCE CORP.7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • FRINGE BENEFIT GROUP3%
  • +1 more
Total $9.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • GCG FINANCIAL LLC67%
  • AGMNGA LLC DBA ARIS GROUP25%
  • KOGNITIV, INC.8%
Total $442K3 slices

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 CENTRAL ARIZONA RETIREMENT PLAN

401k

Assets$16.8M
Participants5,309
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GOODWILL OF CENTRAL AND NORTHERN ARIZONA 403(B) PLAN

403b

Assets$4.1M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GOODWILL OF CENTRAL AND NORTHERN ARIZONA HEALTH & WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$9.6M
Covered lives3,399
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GOODWILL INDUSTRIES OF CENTRAL ARIZONA RETIREMENT PLAN401k$16.8M5,3092024
002GOODWILL OF CENTRAL AND NORTHERN ARIZONA 403(B) PLAN403b$4.1M442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GOODWILL OF CENTRAL AND NORTHERN ARIZONA HEALTH & WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$9.6M3,3992025
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