401k Plan data: INSPIRA MEDICAL GROUP 401(K) PLAN plan

INSPIRA MEDICAL GROUP 401(K) PLAN 401k Plan overview

Plan Name	INSPIRA MEDICAL GROUP 401(K) PLAN
Plan identification number	001

INSPIRA MEDICAL GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INSPIRA HEALTH NETWORK MEDICAL GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name: INSPIRA HEALTH NETWORK MEDICAL GROUP, P.C.

Employer identification number (EIN): 205745047

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSPIRA MEDICAL GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 DAVE MURRAY 2019-10-08
001 2017-01-01 DAVE MURRAY 2018-10-11
001 2016-01-01 DAVE MURRAY 2017-10-16
001 2015-01-01 DAVE MURRAY 2016-10-17
001 2014-01-01 THOMAS BALDOSARO 2015-10-14
001 2013-01-01 THOMAS BALDOSARO 2014-10-13
001 2012-01-01 THOMAS BALDOSARO 2013-10-14
001 2011-01-01 KIM SCHWINDT 2012-10-12 THOMAS BALDOSARO 2012-10-15
001 2010-01-01 JOHN DIANGELO 2011-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	DAVE MURRAY	2019-10-08
001	2017-01-01	DAVE MURRAY	2018-10-11
001	2016-01-01	DAVE MURRAY	2017-10-16
001	2015-01-01	DAVE MURRAY	2016-10-17
001	2014-01-01	THOMAS BALDOSARO	2015-10-14
001	2013-01-01	THOMAS BALDOSARO	2014-10-13
001	2012-01-01	THOMAS BALDOSARO	2013-10-14
001	2011-01-01	KIM SCHWINDT	2012-10-12	THOMAS BALDOSARO	2012-10-15
001	2010-01-01	JOHN DIANGELO	2011-07-15

Plan Statistics for INSPIRA MEDICAL GROUP 401(K) PLAN

401k plan membership statisitcs for INSPIRA MEDICAL GROUP 401(K) PLAN

Measure Date Value
2022: INSPIRA MEDICAL GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 383
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 231
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 142
Total of all active and inactive participants 2022-01-01 375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 16
Total participants 2022-01-01 391
Number of participants with account balances 2022-01-01 381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: INSPIRA MEDICAL GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 363
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 222
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 142
Total of all active and inactive participants 2021-01-01 367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 16
Total participants 2021-01-01 383
Number of participants with account balances 2021-01-01 375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: INSPIRA MEDICAL GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 356
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 196
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 148
Total of all active and inactive participants 2020-01-01 348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 15
Total participants 2020-01-01 363
Number of participants with account balances 2020-01-01 353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: INSPIRA MEDICAL GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 196
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 141
Total of all active and inactive participants 2019-01-01 341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 15
Total participants 2019-01-01 356
Number of participants with account balances 2019-01-01 350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: INSPIRA MEDICAL GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	383
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	231
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	142
Total of all active and inactive participants	2022-01-01	375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	16
Total participants	2022-01-01	391
Number of participants with account balances	2022-01-01	381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: INSPIRA MEDICAL GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	363
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	222
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	142
Total of all active and inactive participants	2021-01-01	367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	16
Total participants	2021-01-01	383
Number of participants with account balances	2021-01-01	375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: INSPIRA MEDICAL GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	356
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	196
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	148
Total of all active and inactive participants	2020-01-01	348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	15
Total participants	2020-01-01	363
Number of participants with account balances	2020-01-01	353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: INSPIRA MEDICAL GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	196
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	141
Total of all active and inactive participants	2019-01-01	341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	15
Total participants	2019-01-01	356
Number of participants with account balances	2019-01-01	350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on INSPIRA MEDICAL GROUP 401(K) PLAN

Measure	Date	Value
2022 : INSPIRA MEDICAL GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$726,889
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,969,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,938,793
Expenses. Certain deemed distributions of participant loans	2022-12-31	$7,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,144,166
Value of total assets at end of year	2022-12-31	$27,529,161
Value of total assets at beginning of year	2022-12-31	$30,771,929
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$23,510
Total interest from all sources	2022-12-31	$68,914
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$831,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$831,176
Administrative expenses professional fees incurred	2022-12-31	$3,900
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,520,076
Participant contributions at end of year	2022-12-31	$41,265
Participant contributions at beginning of year	2022-12-31	$7,730
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$65,186
Other income not declared elsewhere	2022-12-31	$7,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,242,768
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$27,529,161
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$30,771,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$1,132
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$18,907,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$22,954,874
Interest on participant loans	2022-12-31	$1,732
Interest earned on other investments	2022-12-31	$12,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$3,570,097
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$3,663,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$3,663,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$54,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$598,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,005,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,324,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,558,904
Employer contributions (assets) at end of year	2022-12-31	$4,410,958
Employer contributions (assets) at beginning of year	2022-12-31	$3,140,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,938,793
Contract administrator fees	2022-12-31	$18,478
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER TILLY US LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : INSPIRA MEDICAL GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$9,485,184
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$972,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$947,973
Value of total corrective distributions	2021-12-31	$75
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$6,524,823
Value of total assets at end of year	2021-12-31	$30,771,929
Value of total assets at beginning of year	2021-12-31	$22,259,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$24,333
Total interest from all sources	2021-12-31	$18,672
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,121,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,121,461
Administrative expenses professional fees incurred	2021-12-31	$2,575
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,299,609
Participant contributions at end of year	2021-12-31	$7,730
Participant contributions at beginning of year	2021-12-31	$6,501
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$24,395
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$126,262
Other income not declared elsewhere	2021-12-31	$7,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$8,512,803
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$30,771,929
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$22,259,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$1,657
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$22,954,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$17,539,284
Interest on participant loans	2021-12-31	$338
Interest earned on other investments	2021-12-31	$17,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$3,663,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$3,705,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$3,705,117
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,005,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$962,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,813,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$4,098,952
Employer contributions (assets) at end of year	2021-12-31	$3,140,706
Employer contributions (assets) at beginning of year	2021-12-31	$21,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$947,973
Contract administrator fees	2021-12-31	$20,101
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WITHUM SMITH & BROWN PC
Accountancy firm EIN	2021-12-31	222027092
2020 : INSPIRA MEDICAL GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,833,907
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,056,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,023,038
Value of total corrective distributions	2020-12-31	$1,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,093,973
Value of total assets at end of year	2020-12-31	$22,259,126
Value of total assets at beginning of year	2020-12-31	$17,481,647
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$31,585
Total interest from all sources	2020-12-31	$38,052
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$556,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$556,622
Administrative expenses professional fees incurred	2020-12-31	$15,450
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,035,871
Participant contributions at end of year	2020-12-31	$6,501
Participant contributions at beginning of year	2020-12-31	$19,426
Participant contributions at end of year	2020-12-31	$24,395
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$98,117
Other income not declared elsewhere	2020-12-31	$5,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,777,479
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$22,259,126
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$17,481,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$2,677
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$17,539,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,572,114
Interest on participant loans	2020-12-31	$2,716
Interest earned on other investments	2020-12-31	$17,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$3,705,117
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$4,018,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$4,018,907
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$17,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$962,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$871,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,139,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$959,985
Employer contributions (assets) at end of year	2020-12-31	$21,101
Employer contributions (assets) at beginning of year	2020-12-31	$103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,023,038
Contract administrator fees	2020-12-31	$13,458
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WITHUM SMITH & BROWN PC
Accountancy firm EIN	2020-12-31	222027092
2019 : INSPIRA MEDICAL GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$4,015,450
Total transfer of assets to this plan	2019-12-31	$4,015,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,796,766
Total income from all sources (including contributions)	2019-12-31	$4,796,766
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$749,137
Total of all expenses incurred	2019-12-31	$749,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$735,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$735,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,578,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,578,142
Value of total assets at end of year	2019-12-31	$17,481,647
Value of total assets at end of year	2019-12-31	$17,481,647
Value of total assets at beginning of year	2019-12-31	$9,418,568
Value of total assets at beginning of year	2019-12-31	$9,418,568
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,974
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,974
Total interest from all sources	2019-12-31	$46,735
Total interest from all sources	2019-12-31	$46,735
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$448,514
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$448,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$448,514
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$448,514
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
Value of fidelity bond cover	2019-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,740,867
Contributions received from participants	2019-12-31	$1,740,867
Participant contributions at end of year	2019-12-31	$19,426
Participant contributions at end of year	2019-12-31	$19,426
Participant contributions at beginning of year	2019-12-31	$36,844
Participant contributions at beginning of year	2019-12-31	$36,844
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$118,474
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$118,474
Other income not declared elsewhere	2019-12-31	$4,117
Other income not declared elsewhere	2019-12-31	$4,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,047,629
Value of net income/loss	2019-12-31	$4,047,629
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,481,647
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,481,647
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,418,568
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,418,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$1,578
Investment advisory and management fees	2019-12-31	$1,578
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,572,114
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,572,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,396,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,396,563
Interest on participant loans	2019-12-31	$806
Interest earned on other investments	2019-12-31	$17,359
Interest earned on other investments	2019-12-31	$17,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$4,018,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$4,018,907
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$180,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$180,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$180,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$180,517
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$28,570
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$28,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$871,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$804,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$804,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,719,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,719,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$718,801
Contributions received in cash from employer	2019-12-31	$718,801
Employer contributions (assets) at end of year	2019-12-31	$103
Employer contributions (assets) at end of year	2019-12-31	$103
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$735,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$735,163
Contract administrator fees	2019-12-31	$12,396
Contract administrator fees	2019-12-31	$12,396
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WITHUM SMITH & BROWN PC
Accountancy firm name	2019-12-31	WITHUM SMITH & BROWN PC
Accountancy firm EIN	2019-12-31	222027092
Accountancy firm EIN	2019-12-31	222027092

Form 5500 Responses for INSPIRA MEDICAL GROUP 401(K) PLAN

2022: INSPIRA MEDICAL GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INSPIRA MEDICAL GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INSPIRA MEDICAL GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: INSPIRA MEDICAL GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

89413200087

Policy instance

Insurance contract or identification number	89413200087
Number of Individuals Covered	44
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

89413200087

Policy instance

Insurance contract or identification number	89413200087
Number of Individuals Covered	41
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

89413200087

Policy instance

Insurance contract or identification number	89413200087
Number of Individuals Covered	40
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

89413200087

Policy instance

Insurance contract or identification number	89413200087
Number of Individuals Covered	39
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	INSPIRA HEALTH NETWORK MEDICAL GROUP, P.C.
Employer identification number (EIN):	205745047
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)