401k Plan data: ADAPTIVE INSIGHTS, INC. 401(K) PLAN plan

ADAPTIVE INSIGHTS, INC. 401(K) PLAN 401k Plan overview

Plan Name	ADAPTIVE INSIGHTS, INC. 401(K) PLAN
Plan identification number	001

ADAPTIVE INSIGHTS, 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.
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

ADAPTIVE INSIGHTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ADAPTIVE INSIGHTS, INC.

Employer identification number (EIN): 651188215

NAIC Classification: 519100

Additional information about ADAPTIVE INSIGHTS, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2012-02-28

Company Identification Number: 0801557681

Legal Registered Office Address: 6110 STONERIDGE MALL RD

PLEASANTON
United States of America (USA)
94588

More information about ADAPTIVE INSIGHTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADAPTIVE INSIGHTS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2016-01-01 AMY REICHANADTER
001 2015-01-01 AMY REICHANADTER
001 2014-01-01 AMY REICHANADTER
001 2013-01-01 DAVID PEFLEY
001 2012-01-01 ROBERT HULL 2013-07-22
001 2011-01-01 ROBERT HULL 2012-07-13
001 2010-01-01 ROBERT HULL 2011-08-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01
001	2017-01-01
001	2016-01-01	AMY REICHANADTER
001	2015-01-01	AMY REICHANADTER
001	2014-01-01	AMY REICHANADTER
001	2013-01-01	DAVID PEFLEY
001	2012-01-01	ROBERT HULL	2013-07-22
001	2011-01-01	ROBERT HULL	2012-07-13
001	2010-01-01	ROBERT HULL	2011-08-05

Plan Statistics for ADAPTIVE INSIGHTS, INC. 401(K) PLAN

401k plan membership statisitcs for ADAPTIVE INSIGHTS, INC. 401(K) PLAN

Measure Date Value
2018: ADAPTIVE INSIGHTS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 520
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
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 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ADAPTIVE INSIGHTS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 472
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 416
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 96
Total of all active and inactive participants 2017-01-01 512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 512
Number of participants with account balances 2017-01-01 461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ADAPTIVE INSIGHTS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 434
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 394
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 77
Total of all active and inactive participants 2016-01-01 471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 471
Number of participants with account balances 2016-01-01 427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ADAPTIVE INSIGHTS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 358
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 386
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 48
Total of all active and inactive participants 2015-01-01 434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 434
Number of participants with account balances 2015-01-01 394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ADAPTIVE INSIGHTS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 348
Number of retired or separated participants receiving benefits 2014-01-01 7
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 355
Number of participants with account balances 2014-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ADAPTIVE INSIGHTS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 206
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 213
Number of participants with account balances 2013-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2018: ADAPTIVE INSIGHTS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	520
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
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	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ADAPTIVE INSIGHTS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	472
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	416
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	96
Total of all active and inactive participants	2017-01-01	512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	512
Number of participants with account balances	2017-01-01	461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ADAPTIVE INSIGHTS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	434
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	394
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	77
Total of all active and inactive participants	2016-01-01	471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	471
Number of participants with account balances	2016-01-01	427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ADAPTIVE INSIGHTS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	358
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	386
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	48
Total of all active and inactive participants	2015-01-01	434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	434
Number of participants with account balances	2015-01-01	394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ADAPTIVE INSIGHTS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	348
Number of retired or separated participants receiving benefits	2014-01-01	7
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	355
Number of participants with account balances	2014-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ADAPTIVE INSIGHTS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	206
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	213
Number of participants with account balances	2013-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on ADAPTIVE INSIGHTS, INC. 401(K) PLAN

Measure	Date	Value
2018 : ADAPTIVE INSIGHTS, INC. 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	$4,431,998
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$24,777,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$24,634,268
Expenses. Certain deemed distributions of participant loans	2018-12-31	$67,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,992,509
Value of total assets at end of year	2018-12-31	$0
Value of total assets at beginning of year	2018-12-31	$20,345,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$76,389
Total interest from all sources	2018-12-31	$7,267
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$6,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$6,255
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	$3,566,345
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$203,217
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$62
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$426,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$43,771
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	$-20,345,941
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$20,345,941
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 pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$19,413,450
Interest on participant loans	2018-12-31	$7,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$729,212
Net investment gain/loss from pooled separate accounts	2018-12-31	$382,196
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	No
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	$24,634,268
Contract administrator fees	2018-12-31	$76,389
Did the plan have assets held for investment	2018-12-31	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	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	Yes
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	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2018-12-31	952036255
2017 : ADAPTIVE INSIGHTS, INC. 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	$169
Total income from all sources (including contributions)	2017-12-31	$7,365,752
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,639,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,605,218
Expenses. Certain deemed distributions of participant loans	2017-12-31	$19,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,571,962
Value of total assets at end of year	2017-12-31	$20,345,941
Value of total assets at beginning of year	2017-12-31	$15,619,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$14,390
Total interest from all sources	2017-12-31	$7,024
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
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	$4,188,210
Participant contributions at end of year	2017-12-31	$203,217
Participant contributions at beginning of year	2017-12-31	$117,838
Participant contributions at end of year	2017-12-31	$62
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$383,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$169
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	$4,726,316
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$20,345,941
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$15,619,625
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 pooled separate accounts at end of year	2017-12-31	$19,413,450
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$14,620,370
Income. Interest from loans (other than to participants)	2017-12-31	$7,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$729,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$881,586
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,786,766
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	$2,605,218
Contract administrator fees	2017-12-31	$14,390
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, LLP
Accountancy firm EIN	2017-12-31	910189318
2016 : ADAPTIVE INSIGHTS, INC. 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	$169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$928
Total income from all sources (including contributions)	2016-12-31	$5,806,740
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,097,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,085,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,712,608
Value of total assets at end of year	2016-12-31	$15,619,794
Value of total assets at beginning of year	2016-12-31	$10,910,887
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,319
Total interest from all sources	2016-12-31	$5,542
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
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	$3,762,554
Participant contributions at end of year	2016-12-31	$117,838
Participant contributions at beginning of year	2016-12-31	$83,158
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$950,054
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$928
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	$4,709,666
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$15,619,625
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,909,959
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 pooled separate accounts at end of year	2016-12-31	$14,620,370
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$10,299,106
Interest on participant loans	2016-12-31	$5,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$881,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$528,623
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,088,590
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	No
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	$1,085,755
Contract administrator fees	2016-12-31	$11,319
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, LLP
Accountancy firm EIN	2016-12-31	910189318
2015 : ADAPTIVE INSIGHTS, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$928
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$5,500
Total income from all sources (including contributions)	2015-12-31	$3,884,389
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$913,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$903,116
Expenses. Certain deemed distributions of participant loans	2015-12-31	$3,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,029,172
Value of total assets at end of year	2015-12-31	$10,910,887
Value of total assets at beginning of year	2015-12-31	$7,944,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$6,729
Total interest from all sources	2015-12-31	$8,359
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,519,376
Participant contributions at end of year	2015-12-31	$83,158
Participant contributions at beginning of year	2015-12-31	$42,161
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$509,796
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$5,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$2,971,239
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,909,959
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,938,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,902,059
Value of interest in pooled separate accounts at end of year	2015-12-31	$10,299,106
Interest on participant loans	2015-12-31	$2,715
Interest earned on other investments	2015-12-31	$5,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$528,623
Net investment gain/loss from pooled separate accounts	2015-12-31	$-153,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$903,116
Contract administrator fees	2015-12-31	$6,729
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2015-12-31	910189318
2014 : ADAPTIVE INSIGHTS, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$5,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$72,889
Total income from all sources (including contributions)	2014-12-31	$2,280,946
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$678,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$677,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,814,662
Value of total assets at end of year	2014-12-31	$7,944,220
Value of total assets at beginning of year	2014-12-31	$6,408,770
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$723
Total interest from all sources	2014-12-31	$2,472
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$450
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,757,117
Participant contributions at end of year	2014-12-31	$42,161
Participant contributions at beginning of year	2014-12-31	$57,194
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$57,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$5,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$72,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,602,839
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,938,720
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,335,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$273
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,902,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,351,576
Interest on participant loans	2014-12-31	$2,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$463,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$677,384
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	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2014-12-31	910189318
2013 : ADAPTIVE INSIGHTS, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$72,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,261,158
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$419,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$346,292
Value of total corrective distributions	2013-12-31	$72,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,232,393
Value of total assets at end of year	2013-12-31	$6,408,770
Value of total assets at beginning of year	2013-12-31	$4,494,304
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$400
Total interest from all sources	2013-12-31	$780
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$400
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,211,904
Participant contributions at end of year	2013-12-31	$57,194
Participant contributions at beginning of year	2013-12-31	$17,845
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$20,489
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$72,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,841,577
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,335,881
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,494,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$6,351,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,476,459
Interest on participant loans	2013-12-31	$780
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,027,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$346,292
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2013-12-31	910189318

Form 5500 Responses for ADAPTIVE INSIGHTS, INC. 401(K) PLAN

2018: ADAPTIVE INSIGHTS, INC. 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	Yes
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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ADAPTIVE INSIGHTS, INC. 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ADAPTIVE INSIGHTS, INC. 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ADAPTIVE INSIGHTS, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ADAPTIVE INSIGHTS, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ADAPTIVE INSIGHTS, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812185

Policy instance

Insurance contract or identification number	812185
Number of Individuals Covered	551
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $27,648
Total amount of fees paid to insurance company	USD $10,500
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
Commission paid to Insurance Broker	USD $27,648
Insurance broker organization code?	3
Amount paid for insurance broker fees	10500
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812185

Policy instance

Insurance contract or identification number	812185
Number of Individuals Covered	460
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $26,609
Total amount of fees paid to insurance company	USD $8,465
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
Commission paid to Insurance Broker	USD $25,873
Insurance broker organization code?	3
Amount paid for insurance broker fees	8465
Additional information about fees paid to insurance broker	TPA SERVICE FEES
Insurance broker name	QUINTES ADMINISTRATIVE

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812185

Policy instance

Insurance contract or identification number	812185
Number of Individuals Covered	394
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $87,717
Total amount of fees paid to insurance company	USD $10,978
Are there contracts with allocated funds for individual policies?	No
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
Commission paid to Insurance Broker	USD $54,033
Insurance broker organization code?	3
Amount paid for insurance broker fees	10978
Additional information about fees paid to insurance broker	TPA SERVICE FEES
Insurance broker name	QUINTES ADMINISTRATIVE

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812185

Policy instance

Insurance contract or identification number	812185
Number of Individuals Covered	211
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $16,507
Total amount of fees paid to insurance company	USD $8,316
Are there contracts with allocated funds for individual policies?	No
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
Commission paid to Insurance Broker	USD $9,917
Amount paid for insurance broker fees	8316
Additional information about fees paid to insurance broker	TPA SERVICE FEES
Insurance broker organization code?	5
Insurance broker name	FREDERICK GAWLICK

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR180

Policy instance

Insurance contract or identification number	PHR180
Number of Individuals Covered	141
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $13,312
Total amount of fees paid to insurance company	USD $2,487
Are there contracts with allocated funds for individual policies?	No
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
Commission paid to Insurance Broker	USD $6,994
Amount paid for insurance broker fees	2487
Additional information about fees paid to insurance broker	SERVICE PROGRAM FEES
Insurance broker organization code?	5
Insurance broker name	FREDERICK GAWLICK

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Company Name:	ADAPTIVE INSIGHTS, INC.
Employer identification number (EIN):	651188215
NAIC Classification:	519100

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2012-02-28
Company Identification Number:	0801557681
Legal Registered Office Address:	6110 STONERIDGE MALL RD PLEASANTON United States of America (USA) 94588