Goodwill Industries of SW Florida Inc.
Overview
Goodwill Industries of SW Florida Inc. sponsors a self-funded health plan that covered 665 participants in plan year 2025, about the same as the prior year. The plan year starts in February. 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
- 665 · prior year 665
- Plan year
- Begins February 1 · next renewal February 2027
- Health plans filed
- Goodwill Industries of SW Florida Inc. Welfare Benefits Plan, plan 501 (665 participants)
- Stop-loss carrier
- Sun Life Assurance Company of Canada
- Broker compensation
- $194K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Sun Life Assurance Company of Canada | Cancer, Accident, Stop-loss | 218 | $716K | $108K |
| United of Omaha Life Insurance Company | Life, Short-term disability, Long-term disability | 655 | $222K | $63K |
| The Guardian Life Insurance Company of America | Dental | 210 | $105K | $21K |
| Metropolitan Life Insurance Company | Vision | 352 | $18K | $2K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 665 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Goodwill Industries of SW Florida Inc.
- Sponsor EIN
- 59-6196141
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 59-6196141 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- 403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc.
- Type
- Defined contribution plan
- Participants
- 1,666
About this data
Source: Goodwill Industries of SW Florida 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 SW Florida Inc..