Goodwill Industries of Fort Worth, Inc.

Fort Worth, TX Other servicesNAICS 813000

Self-funded health planPlan year 2025Renews January
689Participants-2% vs. prior year
$1.6MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#16 of 21Other services in TXBy participants

Overview

Goodwill Industries of Fort Worth, Inc. sponsors a self-funded health plan that covered 689 participants in plan year 2025, down 2% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.

Plan type
ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
Participants
689 · prior year 706
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Goodwill Industries of Fort Worth, Inc. DBA Goodwill North Central Texas Health and Welfare Plan, plan 510 (689 participants)
Stop-loss carrier
Sun Life Assurance Company of Canada
Broker compensation
$103K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disabilityOther welfare benefits

Insurance carriers

Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.

CarrierCoverageCoveredPremiumBroker comp
Sun Life Assurance Company of CanadaDental, Vision, Life, Short-term disability, Long-term disability, PPO, Stop-loss731$936K$99K
Tokio Marine HCCTransplant255$29K$4K

Pharmacy benefit estimate

StreamRX estimate for a plan this size. Not based on this plan's claims.

$1.6M/ year

Estimated prescription spend: 689 participants × $2,371 national average per member. Usually higher once dependents are counted.

$42K–$105K/ year

Typical savings opportunity found in independent reviews of plans this size.

Brands with a generic available$12K–$31K
Lower-cost therapeutic alternatives$18K–$38K
Generic pricing vs. actual cost$8K–$24K
PBM contract terms$4K–$12K
The DOL's PBM fee disclosure rule first applies to this plan for the plan year beginning January 2028: semiannual PBM compensation reports and an annual audit right.

Form 5500 filing details

Filing
Form 5500 with Schedule A, plan year 2025
Plan sponsor
Goodwill Industries of Fort Worth, Inc.
Sponsor EIN
75-0868393
Plan number
510
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 75-0868393 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Goodwill Industries of Fort Worth 401(k) Plan
Type
401(k) plan
Participants
575

About this data

Source: Goodwill Industries of Fort Worth, Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Goodwill Industries of Fort Worth, Inc..

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