E-Telequote Insurance — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, E-Telequote Insurance (EIN 20-2312336) is a plan sponsor located in Clearwater, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 20-2312336
- Location
- Clearwater, FL
- Loaded plans
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $3,792,227
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $3,792,227
Contributions & income
- Employer contributions
- $302,483
- Participant contributions
- $605,476
- Total income / additions
- $1,467,226
Expenses & distributions
- Benefits paid / distributions
- $430,886
- Total expenses
- $444,419
- Net increase / (decrease)
- $1,022,807
Coverage
- Total reported participants
- 1,586
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| E-Telequote Insurance 401k Plan | 001 | 478 | $3,792,227 | 2023 |
| E-Telequote Insurance Ancillary Benefit Plan | 502 | 603 | not reported in the loaded dataset | 2023 |
| E-Telequote Insurance Group Health, Dental & Vision Plan | 501 | 505 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | E-Telequote Insurance Ancillary Benefit Plan | 603 | — | 20240726154559NAL0027008336001 |
| 2023 | E-Telequote Insurance Group Health, Dental & Vision Plan | 505 | — | 20240726154755NAL0033551890001 |
| 2023 | E-Telequote Insurance 401k Plan | 478 | H, C | 20241001112419NAL0003935475001 |