PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. HEART OF TEXAS GOODWILL INDUSTRIES INC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 74-1238443

HEART OF TEXAS GOODWILL INDUSTRIES INC

1700 SOUTH NEW ROAD · WACO, TX 76711
2547537337
Plans filed
3
Years active
2022–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
209
No prior year
Total participants
284
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$1.1M
HEART OF TEXAS GOODWILL INDUSTRIES INC BENEFIT PLAN
Fully insured209 covered·3 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF TEXAS
Plan #502$76K
HEART OF TEXAS GOODWILL INDUSTRIES INC LIFE AND DISABILITY PLAN
Fully insured202 covered·2 carriers
Primary: COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
Plan #503$0
HEART OF TEXAS GOODWILL INDUSTRIES, INC. HRA
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.0M47.9%
Dental$1.0M47.9%
Short-term disability$28K1.3%
Life$21K1.0%
Vision$17K0.8%
Long-term disability$15K0.7%
Other$11K0.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HD
$1.0M92.8%11180
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$64K5.7%15209
DEARBORN LIFE INSURANCE COMPANY
EIN 362598882
V
$17K1.5%11164

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCROANOKE, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, DEARBORN LIFE INSURANCE COMPANY, BLUE CROSS AND BLUE SHIELD OF TEXAS$66K$6K$72K94.6%1
GIS BENEFITS INCMORRIS, ILTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$4K$4K5.4%1

History & trajectory

4 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
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