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
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,505 | H, C | 20250404114013NAL0006814931001 |
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—
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.
27%73%
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)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $225,425 | not reported in the loaded dataset | 2023 |