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Sponsor portfolio

GOODWILL INDUSTRIES OF SAN JOAQUIN VALLEY, INC.

EIN 94-1366601-retail-Latest filing 2025
Plans
2
Retirement
1
$3.8M assets
Welfare
1
$54K premiums
Participants
409
4533 ALITALIA WAY - STOCKTON, CA 95206209-466-2311goodwill-sjv.orgLinkedIn201-500 employeesretail
Plans on this EIN
2 filings
#001401k-$3.8M - 260 part#501Mixed-$54K - 110 lives

Benefits portfolio analytics

1 plan / $54K premiums / 110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$45K
  • Vision$9K
Total $54K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • PREMIER ACCESS INSURANCE COMPANY83%
  • EYEMED VISION CARE17%
Total $54K2 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • ANDREINI & COMPANY52%
  • WOODRUFF-SAWYER & CO36%
  • PCF INSURANCE SERVICES OF THE WEST12%
Total $5K3 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 SAN JOAQUIN VALLEY, INC. 401(K) RETIREMENT PLAN

401k

Assets$3.8M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GOODWILL INDUSTRIES FLEXIBLE BENEFITS PLAN

Mixed - PREMIER ACCESS INSURANCE COMPANY

Premiums$54K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GOODWILL INDUSTRIES OF SAN JOAQUIN VALLEY, INC. 401(K) RETIREMENT PLAN401k$3.8M2602025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GOODWILL INDUSTRIES FLEXIBLE BENEFITS PLANMixedPREMIER ACCESS INSURANCE COMPANY$54K1102025
Retirement plans
Welfare plans
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