401k Plan data: INCLUDED HEALTH 401(K) PLAN plan

INCLUDED HEALTH 401(K) PLAN 401k Plan overview

Plan Name	INCLUDED HEALTH 401(K) PLAN
Plan identification number	001

INCLUDED HEALTH 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.

401k Sponsoring company profile

INCLUDED HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name: INCLUDED HEALTH, INC.

Employer identification number (EIN): 453580052

NAIC Classification: 541511
NAIC Description: Custom Computer Programming Services

Additional information about INCLUDED HEALTH, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5044216

More information about INCLUDED HEALTH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INCLUDED HEALTH 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 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BRENDA OLIVER
001 2016-01-01 STACY VORKINK
001 2015-01-01 JESSE GOODMAN 2016-06-29 JESSE GOODMAN 2016-06-29

Plan Statistics for INCLUDED HEALTH 401(K) PLAN

401k plan membership statisitcs for INCLUDED HEALTH 401(K) PLAN

Measure Date Value
2022: INCLUDED HEALTH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 805
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,103
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 531
Total of all active and inactive participants 2022-01-01 2,634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2,634
Number of participants with account balances 2022-01-01 2,362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: INCLUDED HEALTH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,061
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,076
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 227
Total of all active and inactive participants 2021-01-01 1,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,303
Number of participants with account balances 2021-01-01 1,207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: INCLUDED HEALTH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 914
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 819
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 242
Total of all active and inactive participants 2020-01-01 1,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,061
Number of participants with account balances 2020-01-01 969
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: INCLUDED HEALTH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 660
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 752
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 162
Total of all active and inactive participants 2019-01-01 914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 914
Number of participants with account balances 2019-01-01 795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: INCLUDED HEALTH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 475
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 474
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 186
Total of all active and inactive participants 2018-01-01 660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 660
Number of participants with account balances 2018-01-01 619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: INCLUDED HEALTH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 364
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 339
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 129
Total of all active and inactive participants 2017-01-01 468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 468
Number of participants with account balances 2017-01-01 433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: INCLUDED HEALTH 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 305
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 57
Total of all active and inactive participants 2016-01-01 362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 362
Number of participants with account balances 2016-01-01 337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: INCLUDED HEALTH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	805
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,103
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	531
Total of all active and inactive participants	2022-01-01	2,634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2,634
Number of participants with account balances	2022-01-01	2,362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: INCLUDED HEALTH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,061
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,076
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	227
Total of all active and inactive participants	2021-01-01	1,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,303
Number of participants with account balances	2021-01-01	1,207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: INCLUDED HEALTH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	914
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	819
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	242
Total of all active and inactive participants	2020-01-01	1,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,061
Number of participants with account balances	2020-01-01	969
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: INCLUDED HEALTH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	660
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	752
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	162
Total of all active and inactive participants	2019-01-01	914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	914
Number of participants with account balances	2019-01-01	795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: INCLUDED HEALTH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	475
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	474
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	186
Total of all active and inactive participants	2018-01-01	660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	660
Number of participants with account balances	2018-01-01	619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: INCLUDED HEALTH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	364
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	339
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	129
Total of all active and inactive participants	2017-01-01	468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	468
Number of participants with account balances	2017-01-01	433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: INCLUDED HEALTH 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	305
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	57
Total of all active and inactive participants	2016-01-01	362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	362
Number of participants with account balances	2016-01-01	337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on INCLUDED HEALTH 401(K) PLAN

Measure	Date	Value
2022 : INCLUDED HEALTH 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-60,202
Total unrealized appreciation/depreciation of assets	2022-12-31	$-60,202
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	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
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$12,164,679
Total loss/gain on sale of assets	2022-12-31	$-7,386
Total of all expenses incurred	2022-12-31	$9,325,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$9,104,609
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$9,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$22,335,307
Value of total assets at end of year	2022-12-31	$67,896,117
Value of total assets at beginning of year	2022-12-31	$65,056,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$210,798
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$22,511
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,178,562
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	$2,178,300
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$14,460,123
Participant contributions at end of year	2022-12-31	$611,317
Participant contributions at beginning of year	2022-12-31	$106,277
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$166,668
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$4,134,594
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$37,313,518
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$201,301
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$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	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$2,839,319
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$67,896,117
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$65,056,798
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
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$9,497
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$65,880,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$26,408,609
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$16,360
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$822,518
Value of interest in common/collective trusts at beginning of year	2022-12-31	$772,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$461,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$105,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$105,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$6,151
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-12,249,847
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$-54,266
Net gain/loss from 103.12 investment entities	2022-12-31	$0
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
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$3,740,590
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$78,369
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$9,104,609
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$0
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	2022-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$120,676
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$105,443
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
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
Aggregate proceeds on sale of assets	2022-12-31	$12,088
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$19,474
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MOSS ADAMS
Accountancy firm EIN	2022-12-31	910189318
2021 : INCLUDED HEALTH 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$37,313,518
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	$15,018,343
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,473,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,461,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$10,237,752
Value of total assets at end of year	2021-12-31	$37,110,236
Value of total assets at beginning of year	2021-12-31	$26,565,223
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$12,061
Total interest from all sources	2021-12-31	$5,948
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$883,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$883,919
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$6,621,741
Participant contributions at end of year	2021-12-31	$230,322
Participant contributions at beginning of year	2021-12-31	$116,383
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$3,616,011
Other income not declared elsewhere	2021-12-31	$370
Administrative expenses (other) incurred	2021-12-31	$12,061
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	$10,545,013
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$37,110,236
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$26,565,223
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$36,879,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$26,448,840
Interest on participant loans	2021-12-31	$5,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,890,354
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,461,269
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	2021-12-31	Yes
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	MOSS ADAMS
Accountancy firm EIN	2021-12-31	910189318
2020 : INCLUDED HEALTH 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	$9,435,087
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$766,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$756,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,074,705
Value of total assets at end of year	2020-12-31	$26,565,223
Value of total assets at beginning of year	2020-12-31	$17,896,264
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$9,250
Total interest from all sources	2020-12-31	$1,472
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$442,536
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	$442,536
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
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	$1,387,288
Participant contributions at end of year	2020-12-31	$116,383
Participant contributions at beginning of year	2020-12-31	$97,343
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$354,583
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,687,417
Other income not declared elsewhere	2020-12-31	$4,193,501
Administrative expenses (other) incurred	2020-12-31	$9,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$8,668,959
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$26,565,223
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$17,896,264
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$26,448,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,355,352
Interest on participant loans	2020-12-31	$1,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$88,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$88,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,722,873
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$756,878
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	2020-12-31	Yes
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	MOSS ADAMS
Accountancy firm EIN	2020-12-31	910189318
2019 : INCLUDED HEALTH 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 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	$9,600,517
Total income from all sources (including contributions)	2019-12-31	$9,600,517
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	$994,262
Total of all expenses incurred	2019-12-31	$994,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$974,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$974,977
Value of total corrective distributions	2019-12-31	$8,511
Value of total corrective distributions	2019-12-31	$8,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$6,759,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$6,759,287
Value of total assets at end of year	2019-12-31	$17,891,238
Value of total assets at end of year	2019-12-31	$17,891,238
Value of total assets at beginning of year	2019-12-31	$9,284,983
Value of total assets at beginning of year	2019-12-31	$9,284,983
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,774
Total interest from all sources	2019-12-31	$5,891
Total interest from all sources	2019-12-31	$5,891
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$361,136
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$361,136
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	$361,136
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$361,136
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	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
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	$4,696,404
Contributions received from participants	2019-12-31	$4,696,404
Participant contributions at end of year	2019-12-31	$97,343
Participant contributions at end of year	2019-12-31	$97,343
Participant contributions at beginning of year	2019-12-31	$44,377
Participant contributions at beginning of year	2019-12-31	$44,377
Participant contributions at end of year	2019-12-31	$349,557
Participant contributions at end of year	2019-12-31	$349,557
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,062,883
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,062,883
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	$8,606,255
Value of net income/loss	2019-12-31	$8,606,255
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,891,238
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,891,238
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,284,983
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,284,983
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,355,352
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,355,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,186,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,186,068
Interest on participant loans	2019-12-31	$3,478
Interest on participant loans	2019-12-31	$3,478
Income. Interest from loans (other than to participants)	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$88,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$88,986
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$54,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$54,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$54,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$54,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2,413
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,474,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,474,203
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$974,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$974,977
Contract administrator fees	2019-12-31	$10,774
Contract administrator fees	2019-12-31	$10,774
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	MOSS ADAMS
Accountancy firm name	2019-12-31	MOSS ADAMS
Accountancy firm EIN	2019-12-31	910189318
Accountancy firm EIN	2019-12-31	910189318
2018 : INCLUDED HEALTH 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$3,084,793
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$446,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$434,888
Value of total corrective distributions	2018-12-31	$8,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,856,324
Value of total assets at end of year	2018-12-31	$9,284,983
Value of total assets at beginning of year	2018-12-31	$6,646,813
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,277
Total interest from all sources	2018-12-31	$2,401
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$197,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$197,824
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$3,384,403
Participant contributions at end of year	2018-12-31	$44,377
Participant contributions at beginning of year	2018-12-31	$27,586
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$80,564
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$471,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$2,638,170
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,284,983
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,646,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,186,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,471,485
Interest on participant loans	2018-12-31	$1,770
Income. Interest from loans (other than to participants)	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$54,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$67,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$67,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$631
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-971,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$434,888
Contract administrator fees	2018-12-31	$3,277
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MOSS ADAMS
Accountancy firm EIN	2018-12-31	910189318
2017 : INCLUDED HEALTH 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,635,808
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$512,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$494,120
Value of total corrective distributions	2017-12-31	$15,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,727,192
Value of total assets at end of year	2017-12-31	$6,646,813
Value of total assets at beginning of year	2017-12-31	$3,523,085
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,732
Total interest from all sources	2017-12-31	$1,179
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$113,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$113,954
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,337,277
Participant contributions at end of year	2017-12-31	$27,586
Participant contributions at beginning of year	2017-12-31	$26,960
Participant contributions at end of year	2017-12-31	$80,564
Participant contributions at beginning of year	2017-12-31	$75,273
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$389,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,123,728
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,646,813
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,523,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,471,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,416,397
Interest on participant loans	2017-12-31	$1,107
Income. Interest from loans (other than to participants)	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$67,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$4,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$4,455
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$72
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$793,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$494,120
Contract administrator fees	2017-12-31	$2,732
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOSS ADAMS
Accountancy firm EIN	2017-12-31	910189318
2016 : INCLUDED HEALTH 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,444,935
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$164,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$156,824
Value of total corrective distributions	2016-12-31	$6,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,212,312
Value of total assets at end of year	2016-12-31	$3,523,085
Value of total assets at beginning of year	2016-12-31	$1,242,353
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$903
Total interest from all sources	2016-12-31	$851
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$59,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$59,648
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$180,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,676,892
Participant contributions at end of year	2016-12-31	$26,960
Participant contributions at beginning of year	2016-12-31	$22,796
Participant contributions at end of year	2016-12-31	$75,273
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$535,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,280,732
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,523,085
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,242,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,416,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,218,653
Interest on participant loans	2016-12-31	$840
Income. Interest from loans (other than to participants)	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$4,455
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$172,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$156,824
Contract administrator fees	2016-12-31	$903
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOSS ADAMS
Accountancy firm EIN	2016-12-31	910189318

Form 5500 Responses for INCLUDED HEALTH 401(K) PLAN

2022: INCLUDED HEALTH 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INCLUDED HEALTH 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INCLUDED HEALTH 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: INCLUDED HEALTH 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: INCLUDED HEALTH 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INCLUDED HEALTH 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INCLUDED HEALTH 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INCLUDED HEALTH, INC.
Employer identification number (EIN):	453580052
NAIC Classification:	541511
NAIC Description:	Custom Computer Programming Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5044216