How many benefit plans does Policygenius, Inc. report on Form 5500?

Policygenius, Inc. (EIN 46-1553649) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Policygenius, Inc.?

The Employer Identification Number (EIN) reported for Policygenius, Inc. is 46-1553649.

What is the latest Form 5500 filing year for Policygenius, Inc.?

The latest loaded Form 5500 filing year for Policygenius, Inc. is 2023.

Policygenius, Inc. — 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, Policygenius, Inc. (EIN 46-1553649) is a plan sponsor located in New York, NY with 1 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: 46-1553649
Location: New York, NY
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $20,746,028
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $20,746,028

Contributions & income

Employer contributions: $1,015,053
Participant contributions: $3,401,384
Total income / additions: $8,214,327

Expenses & distributions

Benefits paid / distributions: $2,880,886
Total expenses: $2,980,897
Net increase / (decrease): $5,233,430

Coverage

Total reported participants: 1,125
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

Policygenius, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Forus 401(K)	001	714	$20,746,028	2023
Policygenius, LLC Employee Benefits Plan	501	411	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Policygenius, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Policygenius, LLC Employee Benefits Plan	411	—	20240725160947NAL0024672560001
2023	Forus 401(K)	714	H, C	20250407133922NAL0025451856001