Policygenius, Inc. 401(k) Plan (terminated 2024): Login, Facts & Contact Information

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Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2024, when $19.3 million was transferred out of the plan. Assets moved to the SECURITY BENEFIT ASSOCIATES PROFIT SHARING AND SAVINGS PLAN (sponsored by ELDRIDGE WEALTH SOLUTIONS, INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the SECURITY BENEFIT ASSOCIATES PROFIT SHARING AND SAVINGS PLAN →

Policygenius, Inc. 401(k) Plan Facts (plan year 2024)

Plan name

FORUS 401(K)

Plan type

401(k) with employer contributions and profit sharing

Plan sponsor

POLICYGENIUS, INC.

Participants

678

Former employees with a balance

Recordkeeper

At Retirement Services, Llc

Plan year

Jan 1, 2024 – Jul 31, 2024

Plan established

Nov 1, 2014

✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Jul 31, 2024), filed Dec 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

$3.24 million was paid out to participants.
Investment and other income added $1.83 million.

How the Policygenius, Inc. 401(k) changed, 2019–2024

Plan year	Participants	Plan assets	Employer contributions	Benefits paid
2019	156	$3.06 million	—	$172,662
2020	273	$7.23 million	$726,506	$228,738
2021	496	$13.6 million	$1.33 million	$1.21 million
2022	787	$15.5 million	$1.46 million	$1.61 million
2023	714	$20.7 million	$1.02 million	$2.88 million
2024 (final)	678	$0	$0	$3.24 million

Policygenius, Inc. 401(k) Contact Information

Phone

855-695-2255

Mailing address

600 STEAMBOAT RD., SUITE 105, GREENWICH CT 06830

Plan sponsor

POLICYGENIUS, INC.

Plan administrator

FORUSALL, INC.

Employer identification number (EIN)

46-1553649

Plan number

001

Questions about the Policygenius, Inc. 401(k)

Is the Policygenius, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2024. Its assets were transferred to the SECURITY BENEFIT ASSOCIATES PROFIT SHARING AND SAVINGS PLAN.