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  2. GOODWILL OF THE SAN FRANCISCO BAY
Sponsor portfolio

GOODWILL OF THE SAN FRANCISCO BAY

EIN 94-1156540-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$3.1M assets
Welfare
1
$1.5M premiums
Participants
565
2626 W. BERYL AVENUE - PHOENIX, AZ 85021415-575-2100sfgoodwill.orgLinkedIn501-1000 employeescivic & social organization
Plans on this EIN
2 filings
#001403b-$3.1M - 78 part#501Fully Insured-$1.5M - 212 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 212 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • KAISER FOUNDATION HEALTH PLAN INC100%
Total $1.5M1 slice

Broker market share

Schedule A broker compensation

Split broker
83%top
  • GCG FINANCIAL LLC83%
  • ABD INS. AND FINANCIAL SVCS., INC.17%
Total $63K2 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 403(B) PLAN

403b

Assets$3.1M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INSURANCE PLAN FOR GOODWILL OF THE SAN FRANCISCO BAY

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.5M
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GOODWILL 403(B) PLAN403b$3.1M782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INSURANCE PLAN FOR GOODWILL OF THE SAN FRANCISCO BAYFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$1.5M2122025
Retirement plans
Welfare plans
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