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Sponsor portfolio

THE GOODHEART-WILLCOX COMPANY, INC.

EIN 36-2135994-publishing-Latest filing 2025
Plans
3
Retirement
2
$128.7M assets
Welfare
1
$1.6M premiums
Participants
561
18604 WEST CREEK DRIVE - TINLEY PARK, IL 604776243708-687-5000g-w.comLinkedIn51-200 employeespublishing
Plans on this EIN
3 filings
#001ESOP-$116.6M - 169 part#002401k-$12.2M - 203 part#501Fully Insured-$1.6M - 374 lives

Retirement portfolio analytics

2 plans aggregated / $128.7M assets / 372 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • AND STOCK OWNERSHIP (#001)91%
  • PLAN AND TRUST (#002)9%
Total $128.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)203
  • AND STOCK OWNERSHIP (#001)169
Total 372Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 374 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Vision$1.5M
  • Life$81K
  • Short-term disability$81K
  • Long-term disability$81K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $1.6M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
Total $85K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE GOODHEART-WILLCOX COMPANY, INC. EMPLOYEES' PROFIT SHARING AND STOCK OWNERSHIP PLAN

ESOP

Assets$116.6M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE GOODHEART-WILLCOX COMPANY, INC. 401(K) PLAN AND TRUST

401k

Assets$12.2M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE GOODHEART-WILLCOX COMPANY, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.6M
Covered lives374
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE GOODHEART-WILLCOX COMPANY, INC. EMPLOYEES' PROFIT SHARING AND STOCK OWNERSHIP PLANESOP$116.6M1692025
002THE GOODHEART-WILLCOX COMPANY, INC. 401(K) PLAN AND TRUST401k$12.2M2032025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE GOODHEART-WILLCOX COMPANY, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.6M3742025
Retirement plans
Welfare plans
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