Assets by plan
Share of aggregate retirement assets
- AND STOCK OWNERSHIP (#001)$116.6M
- PLAN AND TRUST (#002)$12.2M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $128.7M assets / 372 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.6M premiums / 374 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE GOODHEART-WILLCOX COMPANY, INC. EMPLOYEES' PROFIT SHARING AND STOCK OWNERSHIP PLAN | ESOP | $116.6M | 169 | 2025 |
| #002 | THE GOODHEART-WILLCOX COMPANY, INC. 401(K) PLAN AND TRUST | 401(k) | $12.2M | 203 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE GOODHEART-WILLCOX COMPANY, INC. HEALTH AND WELFARE BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.6M | 374 | 2025 |