Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Upstate/ Midlands Sc
- Sponsor EIN: 570564001
- Sponsor Address: 115 HAYWOOD RD, GREENVILLE, SC, 29607
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 657
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 657 | $0 | $0 | $0 |
| 2024 | 626 | $0 | $0 | $0 |
| 2023 | 574 | $0 | $0 | $0 |
| 2022 | 558 | $0 | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF SC | Other Service Provider | $246,171 | — | $246,171 |
| AP BENEFIT ADVISORS, LLC | Other Service Provider | $53,500 | — | $53,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $299,671
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |