Plan Ledger DOL Form 5500 · updated monthly

Southern Oregon Goodwill Industries Incbenefits

Southern Oregon Goodwill Industries Employee Benefits Plan · MEDFORD, OR · plan year 2025

Broker compensation reported · 2025
$46,672

Southern Oregon Goodwill Industries Inc's benefits plans covered 276 active participants in 2025, providing health · life · dental · vision · short-term disability · other. Insurance premiums totaled $40,990. Insurance brokers and agents were paid $46,672 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 113.9% of premiums. That is $169 per covered person, below the median for employer plans that report broker pay. Broker pay rose 16% from $40,192 in 2024.

Insurance contracts · 20259
WILLAMETTE DENTAL · dental$41K · 81 covered
REGENCE BLUECROSS BLUESHIELD OF OREGON · health drug ppopremiums n/a · 166 covered
AMERITAS LIFE INSURANCE CORP. · dentalpremiums n/a · 310 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 276 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 42 covered
UNITED OF OMAHJA LIFE INSURANCE COMPANYpremiums n/a · 83 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 277 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 68 covered
CANOPYpremiums n/a
Brokers & agents paid · 20253
BOB HART INSURANCE$27,845 · incl $395 fees
BOB HART INSURANCE INC$18,803 · incl $1,912 fees
HART INSURANCE AGENCY$24

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 930564141 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.