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Sponsor portfolioWelfare / HealthEIN 59-6196141

GOODWILL INDUSTRIES OF SW FLORIDA INC

5100 TICE ST · FORT MYERS, FL 339055203
2399952106
Plans filed
1
Years active
2016–2026
Industry
NAICS 45
Latest filing
2026
Total premiums (latest)
$1.1M
No prior year
Persons covered
655
No prior year
Total participants
635
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
GOODWILL INDUSTRIES OF SW FLORIDA INC WELFARE BENEFITS PLAN
Mixed655 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$702K40.7%
Other$236K13.7%
Life$222K12.8%
Short-term disability$222K12.8%
Long-term disability$222K12.8%
Dental$105K6.1%
Vision$18K1.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SLOth
$716K67.5%12218
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$222K20.9%11655
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
D
$105K9.9%11210
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$18K1.7%11352

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$56K$16K$72K37.2%1
JOSEPH SULLIVANLITHIA, FLSUN LIFE ASSURANCE COMPANY OF CANADA$70K$0$70K36.2%1
ENROLLEASEATLANTA, GASUN LIFE ASSURANCE COMPANY OF CANADA$0$35K$35K18.1%1
FMLASOURCE INCCHICAGO, ILUNITED OF OMAHA LIFE INSURANCE COMPANY$0$11K$11K5.8%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$5K$0$5K2.7%1

History & trajectory

11 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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