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Sponsor portfolioWelfare / HealthEIN 73-0614297

GOODWILL INDUSTRIES OF TULSA, INC.

2800 SOUTHWEST BLVD · TULSA, OK 74107
9185847291
Plans filed
1
Years active
2016–2025
Industry
NAICS 45
Latest filing
2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
401
No prior year
Total participants
409
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$1.6M
EMPLOYEE FRINGE BENEFIT PLAN OF GOODWILL INDUSTRIES OF TULSA, INC.
Fully insured401 covered·4 carriers
Primary: BLUECROSS BLUESHIELD OF OKLAHOMA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.3M79.1%
Dental$87K5.1%
Vision$87K5.1%
Other$80K4.7%
Life$55K3.2%
Short-term disability$34K2.0%
Long-term disability$14K0.8%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
H
$1.3M86.2%11149
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$104K6.7%14401
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$87K5.5%11175
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$24K1.6%1152

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SUMMIT FINANCIAL GROUP INC.DALLAS, TXUNITED OF OMAHA LIFE INSURANCE COMPANY, GUARDIAN, AMERICAN HERITAGE LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF OKLAHOMA$95K$10K$105K93.4%1
GIS BENEFITS INCMORRIS, ILUNITED OF OMAHA LIFE INSURANCE COMPANY$0$7K$7K6.6%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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