Selectquote Insurance Services 401(k) Plan: Login, Facts & Contact Information

Selectquote Insurance Services 401(k) Plan Facts

Plan name
SELECTQUOTE RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SELECTQUOTE INSURANCE SERVICES
Participants
4,852 (3,128 active employees)
Former employees with a balance
608
Plan assets
$139,765,086 at Jun 30, 2025
Average account balance
$55,617 across 2,513 accounts
Employer contributions
$8,641,428 in plan year 2024 (27% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jul 1, 2024 – Jun 30, 2025
Plan established
Oct 1, 1996
✓ 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 (Jul 1, 2024 – Jun 30, 2025), filed Mar 4, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $32.0 million went into the plan in contributions, $8.64 million of it from the employer (27%).
  • $10.7 million was paid out to participants.
  • Investment and other income added $15.5 million.
  • Administrative expenses were $270,708, about $108 per account.

How the Selectquote Insurance Services 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,421$40.0 million$1.87 million$3.50 million
20202,485$57.7 million$3.66 million$9.47 million
20213,919$58.6 million$3.17 million$8.38 million
20224,893$78.3 million$4.20 million$6.42 million
20234,505$103.9 million$5.34 million$9.07 million
20244,852$139.8 million$8.64 million$10.7 million

Selectquote Insurance Services 401(k) Contact Information

Phone
415-543-7338
Mailing address
6800 WEST 115TH STREET, SUITE 2511, OVERLAND PARK KS 66211
Plan sponsor
SELECTQUOTE INSURANCE SERVICES
Employer identification number (EIN)
68-0027389
Plan number
001

Questions about the Selectquote Insurance Services 401(k)

Does Selectquote Insurance Services contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $8.64 million, 27% of all contributions.

Does the Selectquote Insurance Services 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Selectquote Insurance Services 401(k) plan?

4,852 participants at the start of plan year 2024, 3,128 of them active employees, and 608 former employees who still had money in the plan.

What is the average 401(k) balance at Selectquote Insurance Services?

About $55,617 per account: $139.8 million in plan assets across 2,513 accounts with a balance at the end of plan year 2024.

Who manages the Selectquote Insurance Services 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Selectquote Insurance Services. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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