Search public Form 5500 filings

13 results

Companies

companyPolicygenius, LLC
EIN: 46-1553649Location: NYPlans: 2Latest: 2023

planForus 401(K)Financial statementProvider compensation2023 filing
Sponsor: Policygenius, Inc.EIN: 46-1553649Plan: 001Participants: 714Assets: $20,746,028Location: New York, NYLatest: 2023
planPolicygenius, LLC Employee Benefits Plan2023 filing
Sponsor: Policygenius, LLCEIN: 46-1553649Plan: 501Participants: 411Assets: not reported in the loaded datasetLocation: Topeka, KSLatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Forus 401(K)
Sponsor: Policygenius, Inc.EIN: 46-1553649Plan: 001Ack ID: 20250407133922NAL0025451856001
filing2023 Form 5500 — Policygenius, LLC Employee Benefits Plan
Sponsor: Policygenius, LLCEIN: 46-1553649Plan: 501Ack ID: 20240725160947NAL0024672560001