Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Dental$139K
- Other$63K
- Short-term disability$23K
- Life$17K
Sponsor portfolioTH
SOUTHERN OREGON GOODWILL INDUSTRIES INC
EIN 93-0564141civic & social organizationLatest filing 2025
Plans
2
Retirement
1
$3.4M assets
Welfare
1
$1.6M premiums
Participants
672
11 W JACKSON STREET - MEDFORD, OR 975012332541-772-3300sogoodwill.orgLinkedIn201-500 employeescivic & social organization
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 310 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- AMERITAS LIFE INSURANCE CORP.6%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
- WILLAMETTE DENTAL INSURANCE, INC.3%
- UNITED OF OMAHJA LIFE INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- BOB HART INSURANCE INC100%
- HART INSURANCE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTHERN OREGON GOODWILL INC 403(B) PLAN
403b
Assets$3.4M
Participants396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHERN OREGON GOODWILL INDUSTRIES EMPLOYEE BENEFITS PLAN
Mixed - REGENCE BLUECROSS BLUESHIELD OF OREGON
Premiums$1.6M
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHERN OREGON GOODWILL INC 403(B) PLAN | 403b | $3.4M | 396 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHERN OREGON GOODWILL INDUSTRIES EMPLOYEE BENEFITS PLAN | Mixed | REGENCE BLUECROSS BLUESHIELD OF OREGON | $1.6M | 310 | 2025 |
Retirement plans
Welfare plans