Plan5500

Inclusa, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Inclusa, Inc. (EIN 81-3565570) is a plan sponsor located in Stevens Point, WI with 7 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
81-3565570
Location
Stevens Point, WI
Loaded plans
7
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Inclusa, Inc.

  • 7 loaded plans hold $60.4M in reported assets.
  • The largest, Inclusa, Inc. Employee Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 7,007 reported participants.
  • 1 of 7 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$60.4MSummed across loaded plans$60,371,840
Total reported assets$60.4M$60,371,840
Total reported participants7K7,007
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$60.4M total assets
Net assets$60.4MLiabilities$0
Contributions & income
Employer contributions$2.8M
Participant contributions$6.4M
Total income / additions$19.5M
Expenses & distributions
Benefits paid / distributions$7.3M
Total expenses$7.3M
Net increase / (decrease)$12.1M

Data coverage

Plans with financial statements1 / 7 (14%)
Plans with provider compensation1 / 7 (14%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Inclusa, Inc. Employee Retirement Savings Plan
Participants per plan1,001Average across loaded plans
Loaded plans7
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Inclusa, Inc. Employee Retirement Savings Plan$60.4M
    Plan #001 · 1,306 participants · 2023
  2. 2
    Inclusa Vision Insurance Plannot reported in the loaded dataset
    Plan #705 · 1,767 participants · 2023
  3. 3
    Inclusa Life And Disability Plannot reported in the loaded dataset
    Plan #703 · 1,239 participants · 2023
  4. 4
    Inclusa Health Insurancenot reported in the loaded dataset
    Plan #701 · 1,039 participants · 2023
  5. 5
    Inclusa Dental Insurancenot reported in the loaded dataset
    Plan #702 · 1,008 participants · 2023
  6. 6
    Inclusa Voluntary Accidentnot reported in the loaded dataset
    Plan #706 · 610 participants · 2023
  7. 7
    Fsanot reported in the loaded dataset
    Plan #704 · 38 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Inclusa, Inc.. Open one for its full reported snapshot.

  1. 2023
    Fsa38 participants · 2No schedules
    View filing →
  2. 2023
    Inclusa Dental Insurance1,008 participants · 2No schedules
    View filing →
  3. 2023
    Inclusa Life And Disability Plan1,239 participants · 2No schedules
    View filing →
  4. 2023
    Inclusa Voluntary Accident610 participants · 2No schedules
    View filing →
  5. 2023
    Inclusa Vision Insurance Plan1,767 participants · 2No schedules
    View filing →
  6. 2023
    Inclusa Health Insurance1,039 participants · 2No schedules
    View filing →
  7. 2023
    Inclusa, Inc. Employee Retirement Savings Plan1,306 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Inclusa, Inc. report on Form 5500?
Inclusa, Inc. (EIN 81-3565570) reports 7 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Inclusa, Inc.?
The Employer Identification Number (EIN) reported for Inclusa, Inc. is 81-3565570.
What is the latest Form 5500 filing year for Inclusa, Inc.?
The latest loaded Form 5500 filing year for Inclusa, Inc. is 2023.

Related Form 5500 pages