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Sponsor portfolioTH

GOLDBERG KOHN LTD.

EIN 36-2863762-law practice-Latest filing 2025
Plans
3
Retirement
2
$142.7M assets
Welfare
1
$4.1M premiums
Participants
394
55 EAST MONROE STREET, SUITE 3300 - CHICAGO, IL 60603312-201-4000goldbergkohn.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$131.9M - 153 part#003401k-$10.7M - 81 part#502Fully Insured-$4.1M - 337 lives

Retirement portfolio analytics

2 plans aggregated / $142.7M assets / 234 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • INDIVIDUAL ACCOUNT PLAN (#001)92%
  • LTD. ASSOCIATES' 401(K) (#003)8%
Total $142.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INDIVIDUAL ACCOUNT PLAN (#001)153
  • LTD. ASSOCIATES' 401(K) (#003)81
Total 234Click row to drill in

Benefits portfolio analytics

1 plan / $4.1M premiums / 337 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Prescription drug$3.4M
  • Other$484K
  • Life$451K
  • Short-term disability$451K
  • Long-term disability$451K
  • +2 more
Total $4.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • SUN LIFE ASSURANCE COMPANY OF CANADA11%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • EYEMED VISION CARE0%
Total $4.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ALLIANT INSURANCE SERVICES, INC.99%
  • MESIROW INSURANCE SERVICES INC1%
Total $218K2 slices

Plan deep-dives

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

GOLDBERG KOHN LTD. INDIVIDUAL ACCOUNT PLAN

401k

Assets$131.9M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

GOLDBERG KOHN LTD. ASSOCIATES' 401(K) PLAN

401k

Assets$10.7M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GOLDBERG KOHN LTD. WELFARE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.1M
Covered lives337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GOLDBERG KOHN LTD. INDIVIDUAL ACCOUNT PLAN401k$131.9M1532024
003GOLDBERG KOHN LTD. ASSOCIATES' 401(K) PLAN401k$10.7M812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GOLDBERG KOHN LTD. WELFARE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$4.1M3372025
Retirement plans
Welfare plans
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