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Sponsor portfolioWelfare / HealthEIN 74-2474197

GOODWIN MANAGEMENT, INC.

d/b/a GOODWIN & CO
11950 JOLLYVILLE ROAD · AUSTIN, TX 78759
5125027030
Plans filed
3
Years active
2019–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$3.9M
No prior year
Persons covered
922
No prior year
Total participants
507
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$3.9M
GOODWIN & CO. HEALTH AND WELFARE BENEFIT PLAN
Fully insured922 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #503$26K
GOODWIN MANAGEMENT, INC. LONG TERM DISABILITY BENEFIT PLAN
Fully insured195 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #502$18K
GOODWIN MANAGEMENT, INC. SHORT TERM DISABILITY BENEFIT PLAN
Fully insured195 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$3.9M20.2%
Health$3.7M19.1%
Dental$3.7M19.1%
Vision$3.7M19.1%
Prescription drug$3.7M19.1%
Life$209K1.1%
Short-term disability$209K1.1%
Long-term disability$209K1.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDVOth
$3.7M94.7%11922
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$209K5.3%11507
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 122345678
$00.0%12507

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HOLMES MURPHY & ASSOCIATESWAUKEE, IAUNITEDHEALTHCARE INSURANCE COMPANY$24K$117K$141K76.0%1
EXPERINS, LLCAUSTIN, TXUNITED OF OMAHA LIFE INSURANCE COMPANY$31K$9K$41K21.8%1
GALLAGHER BENEFIT SERVICES, INC.FORT WASHINGTON, PAUNITED OF OMAHA LIFE INSURANCE COMPANY$0$4K$4K2.2%1

History & trajectory

7 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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