Included Health 401(K) Plan — Form 5500 plan (Included Health, Inc.)
Plain-English plan 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, Included Health 401(K) Plan is a benefit plan reported by Included Health, Inc. under EIN 45-3580052 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,634 participants and $93,612,323 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Included Health, Inc.
- EIN
- 45-3580052
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 2,634
- End-of-year plan assets
- $93,612,323
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,634 | H, C | 20250313184926NAL0035612336001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,612,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,612,323
- Net assets (BOY)
- $67,896,117
Income & contributions
- Employer contributions
- $10
- Participant contributions
- $16,201,680
- Total contributions
- $21,371,198
- Total income / additions
- $35,592,684
Expenses & distributions
- Benefits paid
- $9,658,181
- Administrative expenses
- $213,367
- Total expenses
- $9,876,478
- Net increase / (decrease)
- $25,716,206
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $150,731 | $0 | 2023 |
| Newfront Retirement Services Inc | ADVISOR | $37,456 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $12,682 | not reported in the loaded dataset | 2023 |
| Mma Securities | ADVISOR | $12,497 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Included Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Fidelity Investments Institutional — Schedule C compensation
- Newfront Retirement Services Inc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Mma Securities — Schedule C compensation