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Sponsor portfolioWelfare / HealthEIN 85-1815415
GOAL INVESTMENT GROUP, INC.
402 W. BROADWAY, SUITE 2000 · SAN DIEGO, CA 92101
6193309604
- Plans filed
- 1
- Years active
- 2020–2025
- Industry
- NAICS 55
- Latest filing
- 2025
Total premiums (latest)
$613K
No prior year
Persons covered
349
No prior year
Total participants
349
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $613K | 16.7% | |
| Vision | $613K | 16.7% | |
| Life | $613K | 16.7% | |
| Short-term disability | $613K | 16.7% | |
| Long-term disability | $613K | 16.7% | |
| Other | $613K | 16.7% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | DVLSTDLTDOth | $613K | 100.0% | 1 | 1 | 349 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | RIVERSIDE, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $75K | $14K | $89K | 94.6% | 1 |
| THOMPSON RISK II, LLC | NAPLES, FL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $5K | $0 | $5K | 5.4% | 1 |
History & trajectory
6 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