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  2. Goldberg Kohn Ltd.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Goldberg Kohn Ltd.

EIN 36-2863762-law practice-Latest filing 2025
Plans
3
Retirement
2
$156.8M assets
Health & Benefits
1
$4.1M premiums
Participants
399
55 EAST MONROE STREET, SUITE 3300 - CHICAGO, IL 60603312-201-4000goldbergkohn.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#001401(k)-$144.3M - 151 part#003401(k)-$12.5M - 88 part#502Fully insured-$4.1M - 337 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $156.8M assets / 239 participants

Assets by plan

Share of aggregate retirement assets

  • INDIVIDUAL ACCOUNT PLAN (#001)$144.3M
  • LTD. ASSOCIATES' 401(K) (#003)$12.5M
Total $156.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INDIVIDUAL ACCOUNT PLAN (#001)151
  • LTD. ASSOCIATES' 401(K) (#003)88
Total 239Select a row to open it

Benefits portfolio analytics

1 plan / $4.1M premiums / 337 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Prescription drug$3.8M
  • Life$273K
  • Short-term disability$273K
  • Long-term disability$273K
  • Other$273K
  • +2 more
Total $4.2M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

GOLDBERG KOHN LTD. INDIVIDUAL ACCOUNT PLAN

401(k)

Assets$144.3M
Participants151
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

GOLDBERG KOHN LTD. ASSOCIATES' 401(K) PLAN

401(k)

Assets$12.5M
Participants88
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

GOLDBERG KOHN LTD. WELFARE BENEFITS PLAN

Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.1M
Covered lives337
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001GOLDBERG KOHN LTD. INDIVIDUAL ACCOUNT PLAN401(k)$144.3M1512025
#003GOLDBERG KOHN LTD. ASSOCIATES' 401(K) PLAN401(k)$12.5M882025
  • GOLDBERG KOHN LTD. INDIVIDUAL ACCOUNT PLAN$144.3M
    #001 · 401(k) · 2025151
  • GOLDBERG KOHN LTD. ASSOCIATES' 401(K) PLAN$12.5M
    #003 · 401(k) · 202588

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502GOLDBERG KOHN LTD. WELFARE BENEFITS PLANFully insuredBLUECROSS BLUESHIELD OF ILLINOIS$4.1M3372025
  • GOLDBERG KOHN LTD. WELFARE BENEFITS PLAN$4.1M
    #502 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025337
Retirement plans
Health & Benefits plans

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  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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