Plan5500

Gohealth 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Gohealth Holdings, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Gohealth 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Gohealth Holdings, LLC under EIN 85-0563805 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,319 participants and $39,835,677 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$39.8MPlan net assets, end of year$39,835,677
Participants3.3KCovered participants reported3,319
Assets / participant$12KComputed: assets ÷ participants$12,002 (computed)
Provider compensation$208.7K1 Schedule C provider row(s)$208,731
Plan sponsor
Gohealth Holdings, LLC
EIN
85-0563805
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    3,319 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$39.8M total assets
Net assets$39.8MLiabilities$0
Money in vs. money out
Total income / additions$16.9M
Total expenses$8.2M
Benefits paid / distributions$8M
Contributions
Employer$1.5M
Participant$8.8M
Full reported line items

Net assets

Total assets (EOY)
$39,835,677
Total liabilities (EOY)
$0
Net assets (EOY)
$39,835,677
Net assets (BOY)
$31,090,232

Income & contributions

Employer contributions
$1,530,937
Participant contributions
$8,847,751
Total contributions
$10,801,169
Total income / additions
$16,928,111

Expenses & distributions

Benefits paid
$7,969,600
Administrative expenses
$208,731
Total expenses
$8,182,666
Net increase / (decrease)
$8,745,445
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 15%Participant 85%
Total expenses ÷ net assets21%Computed ratio
Benefits paid ÷ total income47%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Merrill Lynch, Pierce, Fenner And S$208.7K
    RECORDKEEPER · Direct $208.7K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Gohealth 401(K) Profit Sharing Plan And Trust?
Gohealth 401(K) Profit Sharing Plan And Trust is reported as sponsored by Gohealth Holdings, LLC (EIN 85-0563805, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Gohealth 401(K) Profit Sharing Plan And Trust?
The latest Form 5500 filing year loaded for Gohealth 401(K) Profit Sharing Plan And Trust is 2023.
How many participants does Gohealth 401(K) Profit Sharing Plan And Trust report?
Gohealth 401(K) Profit Sharing Plan And Trust reports 3,319 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Gohealth 401(K) Profit Sharing Plan And Trust?
Gohealth 401(K) Profit Sharing Plan And Trust reports $39,835,677 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages