Selectquote Retirement Plan — Form 5500 plan (Selectquote Insurance Services)

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, Selectquote Retirement Plan is a benefit plan reported by Selectquote Insurance Services under EIN 68-0027389 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,505 participants and $103,909,320 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$103.9MPlan net assets, end of year$103,909,320
Participants4.5KCovered participants reported4,505
Assets / participant$23.1KComputed: assets ÷ participants$23,065 (computed)
Provider compensation$225.4K1 Schedule C provider row(s)$225,425
Plan sponsor
Selectquote Insurance Services
EIN
68-0027389
Plan number
001
Plan type
2
Location
Overland Park, KS
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,505H, C20250404114013NAL0006814931001
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)$103.9M total assets
Net assets$103.9MLiabilities
Money in vs. money out
Total income / additions$35.3M
Total expenses$9.7M
Benefits paid / distributions$9.1M
Contributions
Employer$5.3M
Participant$14.5M
Full reported line items

Net assets

Total assets (EOY)
$103,909,320
Net assets (EOY)
$103,909,320
Net assets (BOY)
$78,263,567

Income & contributions

Employer contributions
$5,338,820
Participant contributions
$14,506,559
Total contributions
$22,391,084
Total income / additions
$35,339,161

Expenses & distributions

Benefits paid
$9,069,701
Administrative expenses
$225,425
Total expenses
$9,713,450
Net increase / (decrease)
$25,625,711
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 27%Participant 73%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$225,425not reported in the loaded dataset2023

Related Form 5500 pages