2023 Form 5500 filing — Included Health 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250313184926NAL0035612336001) for Included Health 401(K) Plan, reported by Included Health, Inc. under EIN 45-3580052 and plan number 001. It reports 2,634 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313184926NAL0035612336001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Included Health, Inc.
- EIN
- 45-3580052
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 2,634
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,612,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,612,323
- Employer contributions
- $10
- Participant contributions
- $16,201,680
- Total income / additions
- $35,592,684
- Benefits paid
- $9,658,181
- Administrative expenses
- $213,367
- Total expenses
- $9,876,478
- Net increase / (decrease)
- $25,716,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $150,731 | $0 |
| Newfront Retirement Services Inc | ADVISOR | $37,456 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $12,682 | not reported in the loaded dataset |
| Mma Securities | ADVISOR | $12,497 | not reported in the loaded dataset |