Jamie Ragsdale signed Selectquote Insurance Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Selectquote Insurance Services' EIN is 68-0027389.
Download the official 2024 Form 5500 (PDF) for Selectquote Insurance Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Selectquote Insurance Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $270K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NT CIT S&P 500 INDEX DC NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $26.4M | 18.9% | |
| Vanguard Target Retirement 2050 Mutual Fund | Mutual Funds | — | — | $10.3M | 7.4% | |
| NTC All Country World ex-US Index Fund Common Collective Trust | Common Collective Trusts | — | — | $10.2M | 7.3% | |
| NT CIT ACWI EX US IMI DC NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 125 | Common Collective Trust | — | — | $10.2M | 7.3% | |
| NTC Extended Equity Market Index Fund Common Collective Trust | Common Collective Trusts | — | — | $8.3M | 6.0% | |
| NT CIT EXTND MKT IDX DC NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $8.3M | 6.0% | |
| Vanguard Target Retirement 2045 Mutual Fund | Mutual Funds | — | — | $8.3M | 5.9% | |
| Vanguard Target Retirement 2040 Mutual Fund | Mutual Funds | — | — | $7.6M | 5.5% | |
| AB US LARGE CAP GROWTH CIT ALLIANCEBERNSTEIN LP · EIN 04-6948485 / PN 007 | Common Collective Trust | — | — | $7.5M | 5.3% | |
| Vanguard Target Retirement 2055 Mutual Fund | Mutual Funds | — | — | $6.6M | 4.7% | |
| Vanguard Target Retirement 2035 Mutual Fund | Mutual Funds | — | — | $6.4M | 4.6% | |
| WILMINGTON TR EUROPACGTTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $5.3M | 3.8% | |
| JP Morgan Equity Income Mutual Fund | Other securities | — | — | $5.3M | 3.8% | |
| Vanguard Target Retirement 2060 Mutual Fund | Mutual Funds | — | — | $4.5M | 3.2% | |
| Janus Henderson Enterprise Mutual Fund ` | Mutual Funds | — | — | $4.0M | 2.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.8M | 2.7% | |
| Vanguard Target Retirement 2025 Mutual Fund | Mutual Funds | — | — | $3.5M | 2.5% | |
| NTC Aggregate Bond Index Fund Common Collective Trust | Common Collective Trusts | — | — | $3.5M | 2.5% | |
| NT CIT AGGREGATE BD IDX NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 27-6124985 / PN 001 | Common Collective Trust | — | — | $3.5M | 2.5% | |
| Notes Receivable from Participants Various participants, interest rates from 5.25% to 10.50% | Bonds / Notes | — | — | $3.3M | 2.4% | |
| Vanguard Target Retirement 2030 Mutual Fund | Mutual Funds | — | — | $3.2M | 2.3% | |
| WILMGT TR CIT PGIM TR BOND FD GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $2.2M | 1.6% | |
| John Hancock Disciplined Value MCP Mutual Fund | Other securities | — | — | $1.9M | 1.4% | |
| American Century Small Cap Value Mutual Fund | Other securities | — | — | $1.5M | 1.1% | |
| Janus Henderson Venture Mutual Fund | Mutual Funds | — | — | $1.1M | 0.8% | |
| Vanguard Target Retirement Income Mutual Fund | Mutual Funds | — | — | $830K | 0.6% | |
| Vanguard Target Retirement 2065 Mutual Fund | Mutual Funds | — | — | $779K | 0.6% | |
| Vanguard Target Retirement 2020 Mutual Fund | Mutual Funds | — | — | $636K | 0.5% | |
| Vanguard Target Retirement 2070 Mutual Fund | Mutual Funds | — | — | $363K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
