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Sponsor portfolio

SELECTQUOTE INSURANCE SERVICES

EIN 68-0027389-insurance-Latest filing 2025
Plans
2
Retirement
1
$139.8M assets
Welfare
1
$3.7M premiums
Participants
8,266
6800 WEST 115TH STREET, SUITE 2511 - OVERLAND PARK, KS 66211415-543-7338selectquote.comLinkedIn1001-5000 employeesinsurance
Plans on this EIN
2 filings
#001401k-$139.8M - 3,741 part#501Mixed-$3.7M - 4,784 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 4,784 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.9M
  • Life$2.9M
  • Short-term disability$2.1M
  • Long-term disability$2.1M
  • Vision$732K
  • Health$725K
Total $3.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • HARTFORD LIFE AND ACCIDENT58%
  • METROPOLITAN LIFE INSURANCE COMPANY40%
  • CURALINC HEALTHCARE2%
Total $3.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • PLANSOURCE BENEFITS ADMINISTRATION1%
Total $537K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SELECTQUOTE RETIREMENT PLAN

401k

Assets$139.8M
Participants3,741
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SELECTQUOTE, INC. GROUP WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$3.7M
Covered lives4,784
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SELECTQUOTE RETIREMENT PLAN401k$139.8M3,7412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SELECTQUOTE, INC. GROUP WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$3.7M4,7842024
Retirement plans
Welfare plans
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