PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GOODWILL INDUSTRIES OF ORANGE COUNTY
Sponsor portfolioTH

GOODWILL INDUSTRIES OF ORANGE COUNTY

EIN 95-1644018-retail-Latest filing 2025
Plans
2
Retirement
1
$31.6M assets
Welfare
1
$6.8M premiums
Participants
2,735
410 NORTH FAIRVIEW STREET - SANTA ANA, CA 92703714-547-6308LinkedIn1-10 employeesretail
Plans on this EIN
2 filings
#002403b-$31.6M - 1,799 part#501Fully Insured-$6.8M - 933 lives

Benefits portfolio analytics

1 plan / $6.8M premiums / 933 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.2M
  • Prescription drug$6.2M
  • Dental$361K
  • Life$133K
  • Long-term disability$133K
  • Other$133K
  • +1 more
Total $6.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • KAISER FOUNDATION HEALTH PLAN INC52%
  • HEALTH NET40%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • SUN LIFE ASSURANCE COMPANY OF CANADA2%
  • ANTHEM LIFE INSURANCE COMPANY1%
Total $6.8M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $8K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

403B THRIFT PLAN FOR GOODWILL INDUSTRIES OF ORANGE COUNTY, CA

403b

Assets$31.6M
Participants1,799
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GOODWILL INDUSTRIES OF ORANGE COUNTY EMPLOYEE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$6.8M
Covered lives933
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002403B THRIFT PLAN FOR GOODWILL INDUSTRIES OF ORANGE COUNTY, CA403b$31.6M1,7992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GOODWILL INDUSTRIES OF ORANGE COUNTY EMPLOYEE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$6.8M9332025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica