401k Plan data: PROGENYHEALTH, INC 401(K) PLAN plan

PROGENYHEALTH, INC 401(K) PLAN 401k Plan overview

Plan Name	PROGENYHEALTH, INC 401(K) PLAN
Plan identification number	001

PROGENYHEALTH, INC 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.

401k Sponsoring company profile

PROGENYHEALTH, LLC has sponsored the creation of one or more 401k plans.

Company Name: PROGENYHEALTH, LLC

Employer identification number (EIN): 134281270

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about PROGENYHEALTH, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4389675

More information about PROGENYHEALTH, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROGENYHEALTH, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JAMES MCDERMOTT 2019-10-11 JAMES MCDERMOTT 2019-10-11
001 2017-01-01 ERIC D STANG 2018-06-18
001 2016-01-01 ERIC D STANG 2017-09-20
001 2015-01-01 ERIC D STANG 2016-08-22
001 2014-01-01 ERIC D STANG 2015-07-20 ERIC D STANG 2015-07-20
001 2013-01-01 ERIC STANG 2014-06-16
001 2012-01-01 ERIC D STANG 2013-07-25 ERIC D STANG 2013-07-25
001 2011-01-01 ERIC D STANG 2012-08-16 ERIC D STANG 2012-08-16
001 2010-01-01 ERIC D STANG 2011-07-08 ERIC D STANG 2011-07-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	JAMES MCDERMOTT	2019-10-11	JAMES MCDERMOTT	2019-10-11
001	2017-01-01	ERIC D STANG	2018-06-18
001	2016-01-01	ERIC D STANG	2017-09-20
001	2015-01-01	ERIC D STANG	2016-08-22
001	2014-01-01	ERIC D STANG	2015-07-20	ERIC D STANG	2015-07-20
001	2013-01-01	ERIC STANG	2014-06-16
001	2012-01-01	ERIC D STANG	2013-07-25	ERIC D STANG	2013-07-25
001	2011-01-01	ERIC D STANG	2012-08-16	ERIC D STANG	2012-08-16
001	2010-01-01	ERIC D STANG	2011-07-08	ERIC D STANG	2011-07-08

Plan Statistics for PROGENYHEALTH, INC 401(K) PLAN

401k plan membership statisitcs for PROGENYHEALTH, INC 401(K) PLAN

Measure Date Value
2023: PROGENYHEALTH, INC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 257
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 225
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 78
Total of all active and inactive participants 2023-01-01 303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 303
Number of participants with account balances 2023-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: PROGENYHEALTH, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 128
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 128
Total of all active and inactive participants 2022-01-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 256
Number of participants with account balances 2022-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PROGENYHEALTH, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 201
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 46
Total of all active and inactive participants 2021-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 247
Number of participants with account balances 2021-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PROGENYHEALTH, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 226
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 24
Total of all active and inactive participants 2020-01-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 250
Number of participants with account balances 2020-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PROGENYHEALTH, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 219
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 15
Total of all active and inactive participants 2019-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 234
Number of participants with account balances 2019-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2023: PROGENYHEALTH, INC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	257
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	225
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	78
Total of all active and inactive participants	2023-01-01	303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	303
Number of participants with account balances	2023-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: PROGENYHEALTH, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	128
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	128
Total of all active and inactive participants	2022-01-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	256
Number of participants with account balances	2022-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PROGENYHEALTH, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	201
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	46
Total of all active and inactive participants	2021-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	247
Number of participants with account balances	2021-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PROGENYHEALTH, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	226
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	24
Total of all active and inactive participants	2020-01-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	250
Number of participants with account balances	2020-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PROGENYHEALTH, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	219
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	15
Total of all active and inactive participants	2019-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	234
Number of participants with account balances	2019-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on PROGENYHEALTH, INC 401(K) PLAN

Measure	Date	Value
2023 : PROGENYHEALTH, INC 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$3,663,472
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$793,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$760,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,137,031
Value of total assets at end of year	2023-12-31	$11,308,873
Value of total assets at beginning of year	2023-12-31	$8,439,200
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$33,799
Total interest from all sources	2023-12-31	$16,193
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$242,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$242,643
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,131,224
Participant contributions at end of year	2023-12-31	$155,708
Participant contributions at beginning of year	2023-12-31	$87,956
Participant contributions at end of year	2023-12-31	$43,452
Participant contributions at beginning of year	2023-12-31	$36,869
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$458,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$2,869,673
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$11,308,873
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$8,439,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$10,784,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$8,069,518
Interest on participant loans	2023-12-31	$6,703
Income. Interest from loans (other than to participants)	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$224,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$164,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$164,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$9,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,267,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$547,441
Employer contributions (assets) at end of year	2023-12-31	$100,559
Employer contributions (assets) at beginning of year	2023-12-31	$80,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$760,000
Contract administrator fees	2023-12-31	$3,799
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-12-31	410746749
2022 : PROGENYHEALTH, INC 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	$191,352
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,331,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,296,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,708,867
Value of total assets at end of year	2022-12-31	$8,439,200
Value of total assets at beginning of year	2022-12-31	$9,578,959
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$34,368
Total interest from all sources	2022-12-31	$5,217
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$167,287
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	$167,287
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	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,040,157
Participant contributions at end of year	2022-12-31	$87,956
Participant contributions at beginning of year	2022-12-31	$51,856
Participant contributions at end of year	2022-12-31	$36,869
Participant contributions at beginning of year	2022-12-31	$41,951
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$151,605
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	$-1,139,759
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,439,200
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,578,959
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	$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,069,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,287,244
Interest on participant loans	2022-12-31	$2,033
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$164,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$113,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$113,956
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$3,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,690,019
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	$517,105
Employer contributions (assets) at end of year	2022-12-31	$80,547
Employer contributions (assets) at beginning of year	2022-12-31	$83,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,296,743
Contract administrator fees	2022-12-31	$4,368
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : PROGENYHEALTH, INC 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	$3,005,800
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$893,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$867,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,897,345
Value of total assets at end of year	2021-12-31	$9,578,959
Value of total assets at beginning of year	2021-12-31	$7,466,330
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$25,327
Total interest from all sources	2021-12-31	$2,479
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$153,970
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	$153,970
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	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	$1,229,114
Participant contributions at end of year	2021-12-31	$51,856
Participant contributions at beginning of year	2021-12-31	$61,654
Participant contributions at end of year	2021-12-31	$41,951
Participant contributions at beginning of year	2021-12-31	$34,910
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$7,486
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	$2,112,629
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,578,959
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,466,330
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	$19,083
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,287,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,255,719
Interest on participant loans	2021-12-31	$2,468
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$113,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$97,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$97,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$952,006
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	$660,745
Employer contributions (assets) at end of year	2021-12-31	$83,952
Employer contributions (assets) at beginning of year	2021-12-31	$16,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$867,844
Contract administrator fees	2021-12-31	$6,244
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : PROGENYHEALTH, INC 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	$3,031,856
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$729,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$727,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,090,445
Value of total assets at end of year	2020-12-31	$7,466,330
Value of total assets at beginning of year	2020-12-31	$5,164,104
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,250
Total interest from all sources	2020-12-31	$3,217
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$122,855
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	$122,855
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	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	$1,104,908
Participant contributions at end of year	2020-12-31	$61,654
Participant contributions at beginning of year	2020-12-31	$48,150
Participant contributions at end of year	2020-12-31	$34,910
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$467,549
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	$2,302,226
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,466,330
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,164,104
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	$7,255,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,045,051
Interest on participant loans	2020-12-31	$3,041
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$97,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$33,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$33,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$176
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$815,339
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	$517,988
Employer contributions (assets) at end of year	2020-12-31	$16,923
Employer contributions (assets) at beginning of year	2020-12-31	$37,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$727,380
Contract administrator fees	2020-12-31	$2,250
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : PROGENYHEALTH, INC 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	$2,829,021
Total income from all sources (including contributions)	2019-12-31	$2,829,021
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	$211,309
Total of all expenses incurred	2019-12-31	$211,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$208,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$208,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,093,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,093,977
Value of total assets at end of year	2019-12-31	$5,164,104
Value of total assets at end of year	2019-12-31	$5,164,104
Value of total assets at beginning of year	2019-12-31	$2,546,392
Value of total assets at beginning of year	2019-12-31	$2,546,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,610
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,610
Total interest from all sources	2019-12-31	$2,143
Total interest from all sources	2019-12-31	$2,143
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$114,815
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$114,815
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	$114,815
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$114,815
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	$100,000
Value of fidelity bond cover	2019-12-31	$100,000
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	$798,564
Contributions received from participants	2019-12-31	$798,564
Participant contributions at end of year	2019-12-31	$48,150
Participant contributions at end of year	2019-12-31	$48,150
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$869,905
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$869,905
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	$2,617,712
Value of net income/loss	2019-12-31	$2,617,712
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,164,104
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,164,104
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,546,392
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,546,392
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	$5,045,051
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,045,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,530,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,530,128
Interest on participant loans	2019-12-31	$1,619
Interest on participant loans	2019-12-31	$1,619
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	$33,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$33,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$16,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$16,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$16,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$16,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$524
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$524
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$618,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$618,086
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	$425,508
Contributions received in cash from employer	2019-12-31	$425,508
Employer contributions (assets) at end of year	2019-12-31	$37,782
Employer contributions (assets) at end of year	2019-12-31	$37,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$208,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$208,699
Contract administrator fees	2019-12-31	$2,610
Contract administrator fees	2019-12-31	$2,610
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	CLIFTONLARSONALLEN LLP
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
Accountancy firm EIN	2019-12-31	410746749

Form 5500 Responses for PROGENYHEALTH, INC 401(K) PLAN

2023: PROGENYHEALTH, INC 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PROGENYHEALTH, INC 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PROGENYHEALTH, INC 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: PROGENYHEALTH, INC 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: PROGENYHEALTH, INC 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

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Company Name:	PROGENYHEALTH, LLC
Employer identification number (EIN):	134281270
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4389675