What public Form 5500 filings show about the Selectquote Insurance Services 401(k) plan — and how to find and check your own account.
Selectquote Insurance Services (EIN 68-0027389) reports SELECTQUOTE RETIREMENT PLAN on its most recent Form 5500, with $139.8M in plan assets across 3,128 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Selectquote Insurance Services filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Selectquote Insurance Services 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): DELTA DENTAL OF KANSAS, LOCKTON COMPANIES, BLUECROSS BLUESHIELD OF KANSAS CITY, WEX.
