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Form 5500 · Employee benefit plan · MILWAUKEE, WI

GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC.

Public Form 5500 records show how GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. (MILWAUKEE, WI) structures its employee benefits. Its broker of record is PLANSOURCE BENEFIT ADMINISTRATION. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0808491 · plan 507 · as of Jul 2026

Participants
4,428
Carriers on file
7
Disclosed commissions
$1,198
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
METROPOLITAN LIFE INSURANCE COMPANYDental1,579December$1,198
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife1,765December$0
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1,502December$0
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability1,502December$0
ADVOCATE AURORA HEALTH EAP4,298December$0
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife788December$0
VISION SERVICE PLANVision868December$0

Questions

Who is GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC.'s broker of record is PLANSOURCE BENEFIT ADMINISTRATION.

What insurance carrier does GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. use?

GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC.'s benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 7 disclosed carriers.

When does GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC.'s group plan renew?

The most recent Schedule A policy period for GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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