Back to filter
Original filing (PDF)20251014142101NAL0001534115001
E-TELEQUOTE INSURANCE, INC.
Form 5500
FILING_RECEIVED
E-TELEQUOTE INSURANCE 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
528
Accounts w/ balance
265
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 50% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E-TELEQUOTE INSURANCE, INC..
Plan sponsor
Name
E-TELEQUOTE INSURANCE, INC.
EIN
20-2312336
Address
222 W MERCHANDISE MART · SUITE 1750 · CHICAGO, IL · 60654
Phone
(727) 251-5695
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
H2R CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $23K | — |
Investments
32 direct securities· $4.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $751K | 15.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $507K | 10.3% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $372K | 7.5% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $356K | 7.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $282K | 5.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $273K | 5.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $258K | 5.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $247K | 5.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $224K | 4.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $207K | 4.2% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $199K | 4.0% | |
| Vanguard Dividend Apprec Index Adm Vanguard 0 | — | — | — | $180K | 3.6% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $165K | 3.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $161K | 3.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $138K | 2.8% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $117K | 2.4% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $72K | 1.4% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $60K | 1.2% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $56K | 1.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 290 Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $50K | 1.0% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $41K | 0.8% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $40K | 0.8% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $40K | 0.8% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $37K | 0.7% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $30K | 0.6% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $24K | 0.5% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $17K | 0.4% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $11K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $11K | 0.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $7K | 0.1% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $6K | 0.1% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $4K | <0.1% |
Related plans
Other plans using THE VANGUARD GROUP, INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM 401(K) SAVINGS PLAN
$19.0B · 67,476 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Insurance Agencies & Brokerages plans
HIGGINS INSURANCE, INC.
HIGGINS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST
$4.9M · 33 participants
SFBAG INSURANCE SERVICES INC.
THE SAN FRANCISCO BAY AREA GROUP 401(K) PROFIT SHARING PLAN
$4.9M · 24 participants
LUBIN-BERGMAN ORGANIZATION, INC.
LUBIN-BERGMAN ORGANIZATION, INC. SAVINGS AND INVESTMENT PLAN
$4.9M · 13 participants
EMBROKER INC.
EMBROKER 401K PLAN
$4.9M · 83 participants
THE AHBE GROUP INC
THE AHBE GROUP 401(K) PLAN AND TRUST
$5.0M · 11 participants
CALVIN, EDDY & KAPPELMAN, INC.
CALVIN, EDDY & KAPPELMAN, INC. 401(K) RETIREMENT PLAN
$5.0M · 34 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B