SELECTQUOTE INSURANCE SERVICES has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : SELECTQUOTE RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-06-30 | $26,426,931 |
| Total of all expenses incurred | 2023-06-30 | $6,754,863 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $6,424,669 |
| Expenses. Certain deemed distributions of participant loans | 2023-06-30 | $394 |
| Value of total corrective distributions | 2023-06-30 | $131,051 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $18,096,392 |
| Value of total assets at end of year | 2023-06-30 | $78,263,567 |
| Value of total assets at beginning of year | 2023-06-30 | $58,591,499 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $198,749 |
| Total interest from all sources | 2023-06-30 | $84,408 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $1,598,955 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-06-30 | $1,598,955 |
| Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
| Value of fidelity bond cover | 2023-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
| Contributions received from participants | 2023-06-30 | $12,199,387 |
| Participant contributions at end of year | 2023-06-30 | $1,757,013 |
| Participant contributions at beginning of year | 2023-06-30 | $1,327,038 |
| Participant contributions at end of year | 2023-06-30 | $0 |
| Participant contributions at beginning of year | 2023-06-30 | $965 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-06-30 | $1,697,573 |
| Administrative expenses (other) incurred | 2023-06-30 | $158,749 |
| Total non interest bearing cash at end of year | 2023-06-30 | $388 |
| Total non interest bearing cash at beginning of year | 2023-06-30 | $820 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Value of net income/loss | 2023-06-30 | $19,672,068 |
| Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $78,263,567 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $58,591,499 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
| Investment advisory and management fees | 2023-06-30 | $40,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $66,876,417 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $53,423,689 |
| Interest on participant loans | 2023-06-30 | $84,408 |
| Value of interest in common/collective trusts at end of year | 2023-06-30 | $8,060,814 |
| Value of interest in common/collective trusts at beginning of year | 2023-06-30 | $3,838,682 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-06-30 | $6,158,367 |
| Net investment gain or loss from common/collective trusts | 2023-06-30 | $488,809 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
| Contributions received in cash from employer | 2023-06-30 | $4,199,432 |
| Employer contributions (assets) at end of year | 2023-06-30 | $1,568,935 |
| Employer contributions (assets) at beginning of year | 2023-06-30 | $305 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $6,424,669 |
| Did the plan have assets held for investment | 2023-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
| Accountancy firm name | 2023-06-30 | PICKETT, CHANEY & MCMULLEN LLP |
| Accountancy firm EIN | 2023-06-30 | 481246310 |
| 2022 : SELECTQUOTE RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-07-01 | $26,426,931 |
| Total of all expenses incurred | 2022-07-01 | $6,754,863 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-01 | $6,424,669 |
| Expenses. Certain deemed distributions of participant loans | 2022-07-01 | $394 |
| Value of total corrective distributions | 2022-07-01 | $131,051 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-07-01 | $18,096,392 |
| Value of total assets at end of year | 2022-07-01 | $78,263,567 |
| Value of total assets at beginning of year | 2022-07-01 | $58,591,499 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-07-01 | $198,749 |
| Total interest from all sources | 2022-07-01 | $84,408 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-07-01 | $1,598,955 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-07-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-07-01 | $1,598,955 |
| Was this plan covered by a fidelity bond | 2022-07-01 | Yes |
| Value of fidelity bond cover | 2022-07-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-07-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-07-01 | No |
| Contributions received from participants | 2022-07-01 | $12,199,387 |
| Participant contributions at end of year | 2022-07-01 | $1,757,013 |
| Participant contributions at beginning of year | 2022-07-01 | $1,327,038 |
| Participant contributions at end of year | 2022-07-01 | $0 |
| Participant contributions at beginning of year | 2022-07-01 | $965 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-07-01 | $1,697,573 |
| Administrative expenses (other) incurred | 2022-07-01 | $158,749 |
| Total non interest bearing cash at end of year | 2022-07-01 | $388 |
| Total non interest bearing cash at beginning of year | 2022-07-01 | $820 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-01 | No |
| Value of net income/loss | 2022-07-01 | $19,672,068 |
| Value of net assets at end of year (total assets less liabilities) | 2022-07-01 | $78,263,567 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-07-01 | $58,591,499 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-07-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-07-01 | No |
| Investment advisory and management fees | 2022-07-01 | $40,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-07-01 | $66,876,417 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-07-01 | $53,423,689 |
| Interest on participant loans | 2022-07-01 | $84,408 |
| Value of interest in common/collective trusts at end of year | 2022-07-01 | $8,060,814 |
| Value of interest in common/collective trusts at beginning of year | 2022-07-01 | $3,838,682 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-07-01 | $6,158,367 |
| Net investment gain or loss from common/collective trusts | 2022-07-01 | $488,809 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-07-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-07-01 | No |
| Contributions received in cash from employer | 2022-07-01 | $4,199,432 |
| Employer contributions (assets) at end of year | 2022-07-01 | $1,568,935 |
| Employer contributions (assets) at beginning of year | 2022-07-01 | $305 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-07-01 | $6,424,669 |
| Did the plan have assets held for investment | 2022-07-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-07-01 | 1 |
| Accountancy firm name | 2022-07-01 | PICKETT, CHANEY & MCMULLEN LLP |
| Accountancy firm EIN | 2022-07-01 | 481246310 |
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
| Total income from all sources (including contributions) | 2022-06-30 | $9,700,604 |
| Total loss/gain on sale of assets | 2022-06-30 | $0 |
| Total of all expenses incurred | 2022-06-30 | $8,766,425 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $8,378,782 |
| Value of total corrective distributions | 2022-06-30 | $303,088 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $19,489,872 |
| Value of total assets at end of year | 2022-06-30 | $58,591,499 |
| Value of total assets at beginning of year | 2022-06-30 | $57,657,320 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $84,555 |
| Total interest from all sources | 2022-06-30 | $55,145 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $2,316,887 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $2,316,887 |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Contributions received from participants | 2022-06-30 | $11,894,454 |
| Participant contributions at end of year | 2022-06-30 | $1,327,038 |
| Participant contributions at beginning of year | 2022-06-30 | $905,740 |
| Participant contributions at end of year | 2022-06-30 | $965 |
| Participant contributions at beginning of year | 2022-06-30 | $11,482 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-06-30 | $4,429,370 |
| Administrative expenses (other) incurred | 2022-06-30 | $84,555 |
| Total non interest bearing cash at end of year | 2022-06-30 | $820 |
| Total non interest bearing cash at beginning of year | 2022-06-30 | $756 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $934,179 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $58,591,499 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $57,657,320 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $53,423,689 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $53,339,865 |
| Interest on participant loans | 2022-06-30 | $55,145 |
| Value of interest in common/collective trusts at end of year | 2022-06-30 | $3,838,682 |
| Value of interest in common/collective trusts at beginning of year | 2022-06-30 | $2,664,124 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-12,222,968 |
| Net investment gain or loss from common/collective trusts | 2022-06-30 | $61,668 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $3,166,048 |
| Employer contributions (assets) at end of year | 2022-06-30 | $305 |
| Employer contributions (assets) at beginning of year | 2022-06-30 | $735,353 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $8,378,782 |
| Did the plan have assets held for investment | 2022-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | PICKETT, CHANEY & MCMULLEN LLP |
| Accountancy firm EIN | 2022-06-30 | 481246310 |
| 2021 : SELECTQUOTE RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
| Total income from all sources (including contributions) | 2021-06-30 | $27,268,971 |
| Total loss/gain on sale of assets | 2021-06-30 | $0 |
| Total of all expenses incurred | 2021-06-30 | $9,637,695 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $9,469,780 |
| Value of total corrective distributions | 2021-06-30 | $1,081 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $14,138,975 |
| Value of total assets at end of year | 2021-06-30 | $57,657,320 |
| Value of total assets at beginning of year | 2021-06-30 | $40,026,044 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $166,834 |
| Total interest from all sources | 2021-06-30 | $44,647 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $1,108,488 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $1,108,488 |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Contributions received from participants | 2021-06-30 | $8,165,994 |
| Participant contributions at end of year | 2021-06-30 | $905,740 |
| Participant contributions at beginning of year | 2021-06-30 | $631,094 |
| Participant contributions at end of year | 2021-06-30 | $11,482 |
| Participant contributions at beginning of year | 2021-06-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-06-30 | $2,317,174 |
| Administrative expenses (other) incurred | 2021-06-30 | $166,834 |
| Total non interest bearing cash at end of year | 2021-06-30 | $756 |
| Total non interest bearing cash at beginning of year | 2021-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $17,631,276 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $57,657,320 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $40,026,044 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $53,339,865 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $36,050,360 |
| Interest on participant loans | 2021-06-30 | $44,647 |
| Value of interest in common/collective trusts at end of year | 2021-06-30 | $2,664,124 |
| Value of interest in common/collective trusts at beginning of year | 2021-06-30 | $3,344,590 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $11,961,446 |
| Net investment gain or loss from common/collective trusts | 2021-06-30 | $15,415 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $3,655,807 |
| Employer contributions (assets) at end of year | 2021-06-30 | $735,353 |
| Employer contributions (assets) at beginning of year | 2021-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $9,469,780 |
| Did the plan have assets held for investment | 2021-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
| Accountancy firm name | 2021-06-30 | PICKETT, CHANEY & MCMULLEN LLP |
| Accountancy firm EIN | 2021-06-30 | 481246310 |
| 2020 : SELECTQUOTE RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
| Total income from all sources (including contributions) | 2020-06-30 | $8,714,368 |
| Total loss/gain on sale of assets | 2020-06-30 | $0 |
| Total of all expenses incurred | 2020-06-30 | $3,671,827 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $3,497,289 |
| Value of total corrective distributions | 2020-06-30 | $77,016 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $7,719,144 |
| Value of total assets at end of year | 2020-06-30 | $40,026,044 |
| Value of total assets at beginning of year | 2020-06-30 | $34,983,503 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $97,522 |
| Total interest from all sources | 2020-06-30 | $34,946 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $1,119,109 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $1,119,109 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Contributions received from participants | 2020-06-30 | $5,072,339 |
| Participant contributions at end of year | 2020-06-30 | $631,094 |
| Participant contributions at beginning of year | 2020-06-30 | $483,568 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $774,735 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $5,042,541 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $40,026,044 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $34,983,503 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Investment advisory and management fees | 2020-06-30 | $6,703 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $36,050,360 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $31,656,782 |
| Interest on participant loans | 2020-06-30 | $34,946 |
| Value of interest in common/collective trusts at end of year | 2020-06-30 | $3,344,590 |
| Value of interest in common/collective trusts at beginning of year | 2020-06-30 | $2,843,153 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $-216,387 |
| Net investment gain or loss from common/collective trusts | 2020-06-30 | $57,556 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $1,872,070 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $3,497,289 |
| Contract administrator fees | 2020-06-30 | $90,819 |
| Did the plan have assets held for investment | 2020-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
| Accountancy firm name | 2020-06-30 | PICKETT, CHANEY & MCMULLEN LLP |
| Accountancy firm EIN | 2020-06-30 | 481246310 |
| 2019 : SELECTQUOTE RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
| Total income from all sources (including contributions) | 2019-06-30 | $6,813,572 |
| Total loss/gain on sale of assets | 2019-06-30 | $0 |
| Total of all expenses incurred | 2019-06-30 | $4,133,248 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $4,011,373 |
| Value of total corrective distributions | 2019-06-30 | $37,366 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $4,873,602 |
| Value of total assets at end of year | 2019-06-30 | $34,983,503 |
| Value of total assets at beginning of year | 2019-06-30 | $32,303,179 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $84,509 |
| Total interest from all sources | 2019-06-30 | $31,236 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $1,325,025 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $1,325,025 |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Contributions received from participants | 2019-06-30 | $3,771,770 |
| Participant contributions at end of year | 2019-06-30 | $483,568 |
| Participant contributions at beginning of year | 2019-06-30 | $499,800 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $117,408 |
| Administrative expenses (other) incurred | 2019-06-30 | $143 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $2,680,324 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $34,983,503 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $32,303,179 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $31,656,782 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $29,127,885 |
| Interest on participant loans | 2019-06-30 | $31,236 |
| Value of interest in common/collective trusts at end of year | 2019-06-30 | $2,843,153 |
| Value of interest in common/collective trusts at beginning of year | 2019-06-30 | $2,675,494 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $531,516 |
| Net investment gain or loss from common/collective trusts | 2019-06-30 | $52,193 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $984,424 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $4,011,373 |
| Contract administrator fees | 2019-06-30 | $84,366 |
| Did the plan have assets held for investment | 2019-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
| Accountancy firm name | 2019-06-30 | PICKETT, CHANEY & MCMULLEN LLP |
| Accountancy firm EIN | 2019-06-30 | 481246310 |
| 2018 : SELECTQUOTE RETIREMENT PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
| Total income from all sources (including contributions) | 2018-06-30 | $7,375,021 |
| Total loss/gain on sale of assets | 2018-06-30 | $0 |
| Total of all expenses incurred | 2018-06-30 | $3,678,863 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $3,636,463 |
| Value of total corrective distributions | 2018-06-30 | $2,614 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $4,315,429 |
| Value of total assets at end of year | 2018-06-30 | $32,303,179 |
| Value of total assets at beginning of year | 2018-06-30 | $28,607,021 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $39,786 |
| Total interest from all sources | 2018-06-30 | $30,382 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $952,404 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $952,404 |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $800,000 |
| If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Contributions received from participants | 2018-06-30 | $3,346,041 |
| Participant contributions at end of year | 2018-06-30 | $499,800 |
| Participant contributions at beginning of year | 2018-06-30 | $571,173 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-06-30 | $92,681 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $3,696,158 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $32,303,179 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $28,607,021 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $29,127,885 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $25,807,123 |
| Interest on participant loans | 2018-06-30 | $30,382 |
| Value of interest in common/collective trusts at end of year | 2018-06-30 | $2,675,494 |
| Value of interest in common/collective trusts at beginning of year | 2018-06-30 | $2,228,725 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $2,038,665 |
| Net investment gain or loss from common/collective trusts | 2018-06-30 | $38,141 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $876,707 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $3,636,463 |
| Contract administrator fees | 2018-06-30 | $39,786 |
| Did the plan have assets held for investment | 2018-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
| Accountancy firm name | 2018-06-30 | PICKETT, CHANEY & MCMULLEN LLP |
| Accountancy firm EIN | 2018-06-30 | 481246310 |
| 2017 : SELECTQUOTE RETIREMENT PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
| Total income from all sources (including contributions) | 2017-06-30 | $6,919,154 |
| Total loss/gain on sale of assets | 2017-06-30 | $0 |
| Total of all expenses incurred | 2017-06-30 | $3,132,198 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $3,084,810 |
| Value of total corrective distributions | 2017-06-30 | $15,425 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $3,371,018 |
| Value of total assets at end of year | 2017-06-30 | $28,607,021 |
| Value of total assets at beginning of year | 2017-06-30 | $24,820,065 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $31,963 |
| Total interest from all sources | 2017-06-30 | $25,514 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $779,451 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $779,451 |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Contributions received from participants | 2017-06-30 | $2,797,989 |
| Participant contributions at end of year | 2017-06-30 | $571,173 |
| Participant contributions at beginning of year | 2017-06-30 | $506,558 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-06-30 | $296,650 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $3,786,956 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $28,607,021 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $24,820,065 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $25,807,123 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $22,168,584 |
| Interest on participant loans | 2017-06-30 | $25,514 |
| Value of interest in common/collective trusts at end of year | 2017-06-30 | $2,228,725 |
| Value of interest in common/collective trusts at beginning of year | 2017-06-30 | $2,144,923 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $2,712,868 |
| Net investment gain or loss from common/collective trusts | 2017-06-30 | $30,303 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $276,379 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $3,084,810 |
| Contract administrator fees | 2017-06-30 | $31,963 |
| Did the plan have assets held for investment | 2017-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
| Accountancy firm name | 2017-06-30 | MILLER, KAPLAN, ARASE & CO., LLP |
| Accountancy firm EIN | 2017-06-30 | 952036255 |
| 2016 : SELECTQUOTE RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-06-30 | $3,305,293 |
| Total of all expenses incurred | 2016-06-30 | $1,687,116 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $1,563,972 |
| Value of total corrective distributions | 2016-06-30 | $63,622 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $2,897,043 |
| Value of total assets at end of year | 2016-06-30 | $24,820,065 |
| Value of total assets at beginning of year | 2016-06-30 | $23,201,888 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $59,522 |
| Total interest from all sources | 2016-06-30 | $29,701 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $1,008,533 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $1,008,533 |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Contributions received from participants | 2016-06-30 | $2,595,953 |
| Participant contributions at end of year | 2016-06-30 | $506,558 |
| Participant contributions at beginning of year | 2016-06-30 | $601,534 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-06-30 | $66,981 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $1,618,177 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $24,820,065 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $23,201,888 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $22,168,584 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $20,667,951 |
| Interest on participant loans | 2016-06-30 | $29,701 |
| Value of interest in common/collective trusts at end of year | 2016-06-30 | $2,144,923 |
| Value of interest in common/collective trusts at beginning of year | 2016-06-30 | $1,932,403 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $-655,408 |
| Net investment gain or loss from common/collective trusts | 2016-06-30 | $25,424 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $234,109 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $1,563,972 |
| Contract administrator fees | 2016-06-30 | $59,522 |
| Did the plan have assets held for investment | 2016-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
| Accountancy firm name | 2016-06-30 | MILLER, KAPLAN, ARASE & CO., LLP |
| Accountancy firm EIN | 2016-06-30 | 952036255 |
| 2015 : SELECTQUOTE RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-06-30 | $3,520,481 |
| Total of all expenses incurred | 2015-06-30 | $1,093,895 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $967,667 |
| Value of total corrective distributions | 2015-06-30 | $72,234 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $2,789,046 |
| Value of total assets at end of year | 2015-06-30 | $23,201,888 |
| Value of total assets at beginning of year | 2015-06-30 | $20,775,302 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $53,994 |
| Total interest from all sources | 2015-06-30 | $30,206 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $844,564 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $844,564 |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Contributions received from participants | 2015-06-30 | $2,458,551 |
| Participant contributions at end of year | 2015-06-30 | $601,534 |
| Participant contributions at beginning of year | 2015-06-30 | $569,934 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-06-30 | $78,923 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $2,426,586 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $23,201,888 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $20,775,302 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $20,667,951 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $18,346,926 |
| Interest on participant loans | 2015-06-30 | $30,206 |
| Value of interest in common/collective trusts at end of year | 2015-06-30 | $1,932,403 |
| Value of interest in common/collective trusts at beginning of year | 2015-06-30 | $1,849,283 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $-143,335 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $251,572 |
| Employer contributions (assets) at beginning of year | 2015-06-30 | $9,159 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $967,667 |
| Contract administrator fees | 2015-06-30 | $53,994 |
| Did the plan have assets held for investment | 2015-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
| Accountancy firm name | 2015-06-30 | MILLER, KAPLAN, ARASE & CO., LLP |
| Accountancy firm EIN | 2015-06-30 | 952036255 |
| 2014 : SELECTQUOTE RETIREMENT PLAN 2014 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $1,072 |
| Total income from all sources (including contributions) | 2014-06-30 | $5,440,528 |
| Total of all expenses incurred | 2014-06-30 | $1,064,325 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $946,322 |
| Value of total corrective distributions | 2014-06-30 | $86,144 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $2,327,233 |
| Value of total assets at end of year | 2014-06-30 | $20,775,302 |
| Value of total assets at beginning of year | 2014-06-30 | $16,400,171 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $31,859 |
| Total interest from all sources | 2014-06-30 | $27,384 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $548,245 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $548,245 |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Contributions received from participants | 2014-06-30 | $2,079,884 |
| Participant contributions at end of year | 2014-06-30 | $569,934 |
| Participant contributions at beginning of year | 2014-06-30 | $525,386 |
| Participant contributions at beginning of year | 2014-06-30 | $57,424 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-06-30 | $34,993 |
| Other income not declared elsewhere | 2014-06-30 | $1,766 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $4,376,203 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $20,775,302 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $16,399,099 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $18,346,926 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $13,556,202 |
| Interest on participant loans | 2014-06-30 | $27,384 |
| Value of interest in common/collective trusts at end of year | 2014-06-30 | $1,849,283 |
| Value of interest in common/collective trusts at beginning of year | 2014-06-30 | $2,260,279 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $580 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $580 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $2,535,900 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $212,356 |
| Employer contributions (assets) at end of year | 2014-06-30 | $9,159 |
| Employer contributions (assets) at beginning of year | 2014-06-30 | $300 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $946,322 |
| Contract administrator fees | 2014-06-30 | $31,859 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-06-30 | $1,072 |
| Did the plan have assets held for investment | 2014-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
| Accountancy firm name | 2014-06-30 | MILLER, KAPLAN, ARASE & CO., LLP |
| Accountancy firm EIN | 2014-06-30 | 952036255 |
| 2013 : SELECTQUOTE RETIREMENT PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $1,072 |
| Total income from all sources (including contributions) | 2013-06-30 | $3,507,328 |
| Total of all expenses incurred | 2013-06-30 | $471,435 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $435,318 |
| Value of total corrective distributions | 2013-06-30 | $12,301 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $1,720,092 |
| Value of total assets at end of year | 2013-06-30 | $16,400,171 |
| Value of total assets at beginning of year | 2013-06-30 | $13,363,206 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $23,816 |
| Total interest from all sources | 2013-06-30 | $22,677 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $210,165 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $210,165 |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Contributions received from participants | 2013-06-30 | $1,496,767 |
| Participant contributions at end of year | 2013-06-30 | $525,386 |
| Participant contributions at beginning of year | 2013-06-30 | $392,872 |
| Participant contributions at end of year | 2013-06-30 | $57,424 |
| Participant contributions at beginning of year | 2013-06-30 | $43,327 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-06-30 | $135,971 |
| Administrative expenses (other) incurred | 2013-06-30 | $2,703 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $3,035,893 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $16,399,099 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $13,363,206 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $13,556,202 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $10,681,230 |
| Interest on participant loans | 2013-06-30 | $22,677 |
| Value of interest in common/collective trusts at end of year | 2013-06-30 | $2,260,279 |
| Value of interest in common/collective trusts at beginning of year | 2013-06-30 | $2,230,115 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $580 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $15,474 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $15,474 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $1,522,973 |
| Net investment gain or loss from common/collective trusts | 2013-06-30 | $31,421 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $87,354 |
| Employer contributions (assets) at end of year | 2013-06-30 | $300 |
| Employer contributions (assets) at beginning of year | 2013-06-30 | $188 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $435,318 |
| Contract administrator fees | 2013-06-30 | $21,113 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-06-30 | Yes |
| Liabilities. Value of benefit claims payable at end of year | 2013-06-30 | $1,072 |
| Did the plan have assets held for investment | 2013-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
| Accountancy firm name | 2013-06-30 | MILLER, KAPLAN, ARASE & CO., LLP |
| Accountancy firm EIN | 2013-06-30 | 952036255 |
| 2012 : SELECTQUOTE RETIREMENT PLAN 2012 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $30,250 |
| Expenses. Interest paid | 2012-06-30 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-06-30 | $0 |
| Total income from all sources (including contributions) | 2012-06-30 | $1,053,887 |
| Total loss/gain on sale of assets | 2012-06-30 | $0 |
| Total of all expenses incurred | 2012-06-30 | $306,069 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $283,184 |
| Expenses. Certain deemed distributions of participant loans | 2012-06-30 | $0 |
| Value of total corrective distributions | 2012-06-30 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $1,348,933 |
| Value of total assets at end of year | 2012-06-30 | $13,363,206 |
| Value of total assets at beginning of year | 2012-06-30 | $12,645,638 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $22,885 |
| Total interest from all sources | 2012-06-30 | $19,808 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $195,426 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $195,426 |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Contributions received from participants | 2012-06-30 | $1,243,351 |
| Participant contributions at end of year | 2012-06-30 | $392,872 |
| Participant contributions at beginning of year | 2012-06-30 | $396,101 |
| Participant contributions at end of year | 2012-06-30 | $43,327 |
| Participant contributions at beginning of year | 2012-06-30 | $40,248 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-06-30 | $32,684 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-06-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-06-30 | $30,250 |
| Other income not declared elsewhere | 2012-06-30 | $0 |
| Administrative expenses (other) incurred | 2012-06-30 | $5,111 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $747,818 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $13,363,206 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $12,615,388 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $10,681,230 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $10,175,500 |
| Interest on participant loans | 2012-06-30 | $19,808 |
| Value of interest in common/collective trusts at end of year | 2012-06-30 | $2,230,115 |
| Value of interest in common/collective trusts at beginning of year | 2012-06-30 | $2,033,582 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $15,474 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-06-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-544,621 |
| Net investment gain or loss from common/collective trusts | 2012-06-30 | $34,341 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $72,898 |
| Employer contributions (assets) at end of year | 2012-06-30 | $188 |
| Employer contributions (assets) at beginning of year | 2012-06-30 | $207 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $283,184 |
| Contract administrator fees | 2012-06-30 | $17,774 |
| Did the plan have assets held for investment | 2012-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
| Accountancy firm name | 2012-06-30 | MILLER, KAPLAN, ARASE & CO., LLP |
| Accountancy firm EIN | 2012-06-30 | 952036255 |
| 2011 : SELECTQUOTE RETIREMENT PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $30,250 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
| Total income from all sources (including contributions) | 2011-06-30 | $3,540,582 |
| Total loss/gain on sale of assets | 2011-06-30 | $0 |
| Total of all expenses incurred | 2011-06-30 | $465,582 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $457,202 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $1,245,480 |
| Value of total assets at end of year | 2011-06-30 | $12,645,638 |
| Value of total assets at beginning of year | 2011-06-30 | $9,540,388 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $8,380 |
| Total interest from all sources | 2011-06-30 | $16,208 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $273,355 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $273,355 |
| Administrative expenses professional fees incurred | 2011-06-30 | $8,380 |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Contributions received from participants | 2011-06-30 | $1,175,764 |
| Participant contributions at end of year | 2011-06-30 | $396,101 |
| Participant contributions at beginning of year | 2011-06-30 | $274,401 |
| Participant contributions at end of year | 2011-06-30 | $40,248 |
| Participant contributions at beginning of year | 2011-06-30 | $37,099 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-06-30 | $30,250 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $3,075,000 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $12,615,388 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $9,540,388 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $10,175,500 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $7,517,240 |
| Interest on participant loans | 2011-06-30 | $16,208 |
| Value of interest in common/collective trusts at end of year | 2011-06-30 | $2,033,582 |
| Value of interest in common/collective trusts at beginning of year | 2011-06-30 | $1,711,486 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $1,964,878 |
| Net investment gain or loss from common/collective trusts | 2011-06-30 | $40,661 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $69,716 |
| Employer contributions (assets) at end of year | 2011-06-30 | $207 |
| Employer contributions (assets) at beginning of year | 2011-06-30 | $162 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $457,202 |
| Did the plan have assets held for investment | 2011-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
| Accountancy firm name | 2011-06-30 | MILLER, KAPLAN, ARASE & CO., LLP |
| Accountancy firm EIN | 2011-06-30 | 952036255 |
| 2010 : SELECTQUOTE RETIREMENT PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
