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Original filing (PDF)20250709153709NAL0005867665001

GOTU TECHNOLOGY INC

Form 5500
FILING_RECEIVED
GOTU HEALTH AND WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
135
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOTU TECHNOLOGY INC.
Plan sponsor
Name
GOTU TECHNOLOGY INC
EIN
82-4710943
Address
100 SE 2ND ST · SUITE 1300 · MIAMI, FL · 33131
Phone
(786) 388-0922
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-05-01
Tax period
2024-12-31
Filed
2025-07-09
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Broker
2
NameEINLocationRelationDirect compIndirect comp
STRATEGIC BENEFITSPEMBROKE PINES, FLBROKER$21K
JAMES A SCOTT & SON INC.LYNCHBURG, VABROKER$7K
Other
2
NameEINLocationRelationDirect compIndirect comp
NATIONAL HEALTH INSURANCE COMPANY74-1541799CLAIMS PROCESSING$116K
NATIONAL GENERAL INSURANCE COMPANY43-0890050CLAIMS PROCESSING$55K

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.

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