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Sponsor portfolioWelfare / HealthEIN 54-0884014

GOODWILL INDUSTRIES OF THE VALLEYS, INC.

2502 MELROSE AVENUE NW · ROANOKE, VA 24017
5405810620
Plans filed
2
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$3.6M
No prior year
Persons covered
1,440
No prior year
Total participants
1,143
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$3.4M
GOODWILL INDUSTRIES OF THE VALLEYS EMPLOYEE HEALTH & WELFARE PLAN
Fully insured928 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$188K
GOODWILL INDUSTRIES OF THE VALLEYS WELFARE PLAN
Fully insured512 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.3M90.4%
Other$148K4.1%
Dental$111K3.1%
Life$30K0.8%
Short-term disability$22K0.6%
Vision$19K0.5%
Long-term disability$18K0.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$3.3M91.2%11928
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$188K5.2%15512
DELTA DENTAL OF CALIFORNIA
EIN 540844477
D
$111K3.1%11367
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$19K0.5%13274

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCLEARWATER, FLUNITEDHEALTHCARE INSURANCE COMPANY, FIDELITY SECURITY LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY$11K$73K$84K57.6%2
THE BUSINESS BENEFITS GROUP, INC.—FIDELITY SECURITY LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF VIRGINIA, UNITED OF OMAHA LIFE INSURANCE COMPANY$14K$39K$53K36.5%2
ROGER BOUCHARD INSURANCE INCCLEARWATER, FLUNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF VIRGINIA$3K$2K$5K3.3%1
EA LEGACY LLC—UNITED OF OMAHA LIFE INSURANCE COMPANY$0$4K$4K2.5%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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