2023 Form 5500 filing — Selectquote Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250404114013NAL0006814931001) for Selectquote Retirement Plan, reported by Selectquote Insurance Services under EIN 68-0027389 and plan number 001. It reports 4,505 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$103.9MReported net assets$103,909,320
Participants4.5K4,505
Provider compensation$225.4K1 Schedule C row(s)$225,425
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250404114013NAL0006814931001
- Plan sponsor
- Selectquote Insurance Services
- EIN
- 68-0027389
- Plan number
- 001
- Location
- Overland Park, KS
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$103.9M total assets
Net assets$103.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $103,909,320
- Net assets (EOY)
- $103,909,320
- Employer contributions
- $5,338,820
- Participant contributions
- $14,506,559
- Total income / additions
- $35,339,161
- Benefits paid
- $9,069,701
- Administrative expenses
- $225,425
- Total expenses
- $9,713,450
- Net increase / (decrease)
- $25,625,711
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1