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Form 5500 · Employee benefit plan · FORT MYERS, FL

GOODWILL INDUSTRIES OF SW FLORIDA INC

Public Form 5500 records show how GOODWILL INDUSTRIES OF SW FLORIDA INC (FORT MYERS, FL) structures its employee benefits. Its broker of record is JOSEPH SULLIVAN. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 4 other carriers. The plan's most recent policy period ended in January.

Benefits broker of record
Plan renews
January

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-6196141 · plan 501 · as of Jul 2026

Participants
587
Carriers on file
5
Disclosed commissions
$118,456
Renewal month
January

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADAStop-loss220January$64,944
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability665January$33,859
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental210January$15,732
METROPOLITAN LIFE INSURANCE COMPANYVision275January$2,027
SUN LIFE ASSURANCE COMPANY OF CANADA28January$1,894

Questions

Who is GOODWILL INDUSTRIES OF SW FLORIDA INC's benefits broker?

Per its most recent Form 5500 Schedule A, GOODWILL INDUSTRIES OF SW FLORIDA INC's broker of record is JOSEPH SULLIVAN.

What insurance carrier does GOODWILL INDUSTRIES OF SW FLORIDA INC use?

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

When does GOODWILL INDUSTRIES OF SW FLORIDA INC's group plan renew?

The most recent Schedule A policy period for GOODWILL INDUSTRIES OF SW FLORIDA INC ended in January. Group plans typically renew on the same annual cycle.

Where does this data come from?

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