Back to filter
Original filing (PDF)20251010114904NAL0013029088001
EHEALTH INSURANCE SERVICES, INC.
Form 5500
FILING_RECEIVED
EHEALTH INSURANCE SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,667
Accounts w/ balance
2,310
Plan assets (EOY)
$93.9M
Net assets (EOY)
$93.9M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — 155% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EHEALTH INSURANCE SERVICES, INC..
Plan sponsor
Name
EHEALTH INSURANCE SERVICES, INC.
EIN
77-0470789
Address
13620 RANCH ROAD 620 · SUITE A-250 · AUSTIN, TX · 78717
Phone
(650) 210-3577
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $233K | — |
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | NONE | $75K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $39K | — |
| MOSS ADAMS | 91-0189318 | — | NONE | $25K | — |
| CBIZ BENEFITS & INSURANCE SVCS | 31-1582098 | — | NONE | $12K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.