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Form 5500 · Employee benefit plan · SANTA ANA, CA

GOODWILL INDUSTRIES OF ORANGE COUNTY

Public Form 5500 records show how GOODWILL INDUSTRIES OF ORANGE COUNTY (SANTA ANA, CA) structures its employee benefits. Its broker of record is ALLIANT INSURANCE SERVICES INC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 4 other carriers. The plan's most recent policy period ended in September.

Benefits broker of record
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-1644018 · plan 501 · as of Jul 2026

Participants
880
Carriers on file
5
Disclosed commissions
$5,328
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability933September$5,328
KAISER FOUNDATION HEALTH PLAN INC.Health425September$0
CIGNA HEALTH AND LIFE INSURANCE COMPANYDental539September$0
HEALTH NETHealth242September$0
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANYVision552September$0

Questions

Who is GOODWILL INDUSTRIES OF ORANGE COUNTY's benefits broker?

Per its most recent Form 5500 Schedule A, GOODWILL INDUSTRIES OF ORANGE COUNTY's broker of record is ALLIANT INSURANCE SERVICES INC.

What insurance carrier does GOODWILL INDUSTRIES OF ORANGE COUNTY use?

GOODWILL INDUSTRIES OF ORANGE COUNTY's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 5 disclosed carriers.

When does GOODWILL INDUSTRIES OF ORANGE COUNTY's group plan renew?

The most recent Schedule A policy period for GOODWILL INDUSTRIES OF ORANGE COUNTY ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from GOODWILL INDUSTRIES OF ORANGE COUNTY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.