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Form 5500 · Employee benefit plan · ROANOKE, VA

GOODWILL INDUSTRIES OF THE VALLEYS, INC

Public Form 5500 records show how GOODWILL INDUSTRIES OF THE VALLEYS, INC (ROANOKE, VA) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in August.

Benefits broker of record
Plan renews
August

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 54-0884014 · plan 502 · as of Jul 2026

Participants
368
Carriers on file
5
Disclosed commissions
$20,639
Renewal month
August

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANY137August$10,139
UNITED OF OMAHA LIFE INSURANCE COMPANY146August$4,972
UNITED OF OMAHA LIFE INSURANCE COMPANY78August$2,233
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability78August$1,773
UNITED OF OMAHA LIFE INSURANCE COMPANYLife512August$1,522

Questions

Who is GOODWILL INDUSTRIES OF THE VALLEYS, INC's benefits broker?

Per its most recent Form 5500 Schedule A, GOODWILL INDUSTRIES OF THE VALLEYS, INC's broker of record is MARSH & MCLENNAN AGENCY LLC.

What insurance carrier does GOODWILL INDUSTRIES OF THE VALLEYS, INC use?

GOODWILL INDUSTRIES OF THE VALLEYS, INC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 5 disclosed carriers.

When does GOODWILL INDUSTRIES OF THE VALLEYS, INC's group plan renew?

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

Where does this data come from?

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