Plan Ledger DOL Form 5500 · updated monthly

Goodwin Management, Inc.benefits

Goodwin & Co. Health and Welfare Benefit Plan · AUSTIN, TX · plan year 2024

Broker compensation reported · 2024
$170,915

Goodwin Management, Inc.'s benefits plans covered 497 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $170,915 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $344 per covered person, above the median for employer plans that report broker pay. Broker pay rose 3.5% from $165,091 in 2023.

Insurance contracts · 20242
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental visionpremiums n/a · 592 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 497 covered
Brokers & agents paid · 20244
USI SOUTHWEST INC$56,835 · incl $47,220 fees
HOLMES MURPHY AND ASSOCIATES, LLC$47,361 · incl $37,830 fees
EXPERINS LLC$63,184 · incl $28,740 fees
GI GEORGE PARENT LP$3,535 · incl $3,535 fees
Also brokered by Usi5
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 742474197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.