401k Plan data: HEALTH ADVOCATE EMPLOYEE 401(K) PLAN plan

HEALTH ADVOCATE EMPLOYEE 401(K) PLAN 401k Plan overview

Plan Name	HEALTH ADVOCATE EMPLOYEE 401(K) PLAN
Plan identification number	002

HEALTH ADVOCATE EMPLOYEE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: HEALTH ADVOCATE, INC.

Employer identification number (EIN): 233080019

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH ADVOCATE EMPLOYEE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-06-25

Plan Statistics for HEALTH ADVOCATE EMPLOYEE 401(K) PLAN

401k plan membership statisitcs for HEALTH ADVOCATE EMPLOYEE 401(K) PLAN

Measure Date Value
2023: HEALTH ADVOCATE EMPLOYEE 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,266
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1,216
Number of retired or separated participants receiving benefits 2023-01-01 5
Number of other retired or separated participants entitled to future benefits 2023-01-01 147
Total of all active and inactive participants 2023-01-01 1,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 1,368
Number of participants with account balances 2023-01-01 734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 2
2022: HEALTH ADVOCATE EMPLOYEE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,194
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,094
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 169
Total of all active and inactive participants 2022-01-01 1,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,266
Number of participants with account balances 2022-01-01 760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: HEALTH ADVOCATE EMPLOYEE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-06-25 1,168
Total number of active participants reported on line 7a of the Form 5500 2021-06-25 1,059
Number of retired or separated participants receiving benefits 2021-06-25 0
Number of other retired or separated participants entitled to future benefits 2021-06-25 122
Total of all active and inactive participants 2021-06-25 1,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-06-25 0
Total participants 2021-06-25 1,181
Number of participants with account balances 2021-06-25 748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-06-25 0

Measure	Date	Value
2023: HEALTH ADVOCATE EMPLOYEE 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,266
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1,216
Number of retired or separated participants receiving benefits	2023-01-01	5
Number of other retired or separated participants entitled to future benefits	2023-01-01	147
Total of all active and inactive participants	2023-01-01	1,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	1,368
Number of participants with account balances	2023-01-01	734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	2
2022: HEALTH ADVOCATE EMPLOYEE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,194
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,094
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	169
Total of all active and inactive participants	2022-01-01	1,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,266
Number of participants with account balances	2022-01-01	760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: HEALTH ADVOCATE EMPLOYEE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-06-25	1,168
Total number of active participants reported on line 7a of the Form 5500	2021-06-25	1,059
Number of retired or separated participants receiving benefits	2021-06-25	0
Number of other retired or separated participants entitled to future benefits	2021-06-25	122
Total of all active and inactive participants	2021-06-25	1,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-06-25	0
Total participants	2021-06-25	1,181
Number of participants with account balances	2021-06-25	748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-06-25	0

Financial Data on HEALTH ADVOCATE EMPLOYEE 401(K) PLAN

Measure	Date	Value
2023 : HEALTH ADVOCATE EMPLOYEE 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	$8,463,120
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$4,846,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$4,693,238
Expenses. Certain deemed distributions of participant loans	2023-12-31	$21,045
Value of total corrective distributions	2023-12-31	$109,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$4,073,890
Value of total assets at end of year	2023-12-31	$33,139,817
Value of total assets at beginning of year	2023-12-31	$29,522,710
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$22,554
Total interest from all sources	2023-12-31	$61,995
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$1,581,311
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	$1,581,311
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
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	$2,935,703
Participant contributions at end of year	2023-12-31	$375,799
Participant contributions at beginning of year	2023-12-31	$316,361
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$268,513
Other income not declared elsewhere	2023-12-31	$15,324
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	$3,617,107
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$33,139,817
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$29,522,710
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$30,116,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$26,256,219
Interest on participant loans	2023-12-31	$16,305
Interest earned on other investments	2023-12-31	$45,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$2,647,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$2,950,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,730,600
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	Yes
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	$869,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$4,693,238
Contract administrator fees	2023-12-31	$16,409
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	MOSS ADAMS
Accountancy firm EIN	2023-12-31	910189318
2022 : HEALTH ADVOCATE EMPLOYEE 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	$-956,147
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,235,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,118,132
Expenses. Certain deemed distributions of participant loans	2022-12-31	$50,128
Value of total corrective distributions	2022-12-31	$51,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,815,293
Value of total assets at end of year	2022-12-31	$29,522,710
Value of total assets at beginning of year	2022-12-31	$33,713,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$14,877
Total interest from all sources	2022-12-31	$43,414
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,770,142
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	$1,770,142
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,824,677
Participant contributions at end of year	2022-12-31	$316,361
Participant contributions at beginning of year	2022-12-31	$501,798
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$89,952
Other income not declared elsewhere	2022-12-31	$21,105
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	$-4,191,231
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$29,522,710
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$33,713,941
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$26,256,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$30,143,313
Interest on participant loans	2022-12-31	$21,744
Interest earned on other investments	2022-12-31	$21,670
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,205,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,950,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$863,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,622,944
Net investment gain or loss from common/collective trusts	2022-12-31	$16,843
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	Yes
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	$900,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,118,132
Contract administrator fees	2022-12-31	$14,877
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	MOSS ADAMS
Accountancy firm EIN	2022-12-31	910189318
2021 : HEALTH ADVOCATE EMPLOYEE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$31,266,842
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	$3,009,673
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$562,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$554,556
Expenses. Certain deemed distributions of participant loans	2021-12-31	$3,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,752,839
Value of total assets at end of year	2021-12-31	$33,713,941
Value of total assets at beginning of year	2021-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,145
Total interest from all sources	2021-12-31	$9,895
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,443,715
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	$2,443,715
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,298,217
Participant contributions at end of year	2021-12-31	$501,798
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$121,756
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	$2,447,099
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$33,713,941
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$0
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	$30,143,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$8,973
Interest earned on other investments	2021-12-31	$922
Value of interest in common/collective trusts at end of year	2021-12-31	$2,205,291
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$863,539
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-1,210,375
Net investment gain or loss from common/collective trusts	2021-12-31	$13,599
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	$332,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$554,556
Contract administrator fees	2021-12-31	$4,145
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

Form 5500 Responses for HEALTH ADVOCATE EMPLOYEE 401(K) PLAN

2023: HEALTH ADVOCATE EMPLOYEE 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 – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: HEALTH ADVOCATE EMPLOYEE 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HEALTH ADVOCATE EMPLOYEE 401(K) PLAN 2021 form 5500 responses
2021-06-25	Type of plan entity	Single employer plan
2021-06-25	First time form 5500 has been submitted	Yes
2021-06-25	Submission has been amended	No
2021-06-25	This submission is the final filing	No
2021-06-25	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-06-25	Plan is a collectively bargained plan	No
2021-06-25	Plan funding arrangement – Insurance	Yes
2021-06-25	Plan funding arrangement – Trust	Yes
2021-06-25	Plan benefit arrangement – Insurance	Yes
2021-06-25	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

896713-087

Policy instance

Insurance contract or identification number	896713-087
Number of Individuals Covered	97
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

896713-087

Policy instance

Insurance contract or identification number	896713-087
Number of Individuals Covered	101
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

896713-087

Policy instance

Insurance contract or identification number	896713-087
Number of Individuals Covered	27
Insurance policy start date	2021-06-25
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	HEALTH ADVOCATE, INC.
Employer identification number (EIN):	233080019
NAIC Classification:	541600