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Sponsor portfolioTH

GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES

EIN 93-0572370-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$7.9M assets
Welfare
1
$49K premiums
Participants
848
1010 GREEN ACRES RD - EUGENE, OR 97408541-345-1801goodwill-oregon.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$7.9M - 578 part#502Mixed-$49K - 503 lives

Benefits portfolio analytics

1 plan / $49K premiums / 503 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$45K
  • Life$38K
  • Long-term disability$34K
Total $49K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • USABLE LIFE70%
  • FIRST CHOICE HEALTH22%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Total $49K3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • J.L. JONES INSURANCE SERVICES, LLC90%
  • WILLIS TOWERS WATSON US LLC6%
  • KAREN CLAY KUNKLER1%
  • WORKSITE BENEFITS GROUP INC1%
  • BENEFITS BY DESIGN INC1%
  • +3 more
Total $4K8 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 LANE & SOUTH COAST COUNTIES 403B PLAN

403b

Assets$7.9M
Participants578
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GOODWILL INDUSTRIES OF LANE AND SOUTH COAST COUNTIES HEALTH AND WELFARE PLAN

Mixed - USABLE LIFE

Premiums$49K
Covered lives503
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN403b$7.9M5782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GOODWILL INDUSTRIES OF LANE AND SOUTH COAST COUNTIES HEALTH AND WELFARE PLANMixedUSABLE LIFE$49K5032025
Retirement plans
Welfare plans
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