2023 Form 5500 filing — Upperline Health 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241219152147NAL0003250307001) for Upperline Health 401(K) Retirement Plan, reported by Upperline Health, Inc. under EIN 81-4298671 and plan number 001. It reports 950 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241219152147NAL0003250307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upperline Health, Inc.
- EIN
- 81-4298671
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 950
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,955,949
- Total liabilities (EOY)
- $11,853
- Net assets (EOY)
- $20,944,096
- Employer contributions
- $1,141,333
- Participant contributions
- $3,146,603
- Total income / additions
- $8,415,487
- Benefits paid
- $4,427,341
- Administrative expenses
- $16,421
- Total expenses
- $4,443,762
- Net increase / (decrease)
- $3,971,725
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wealthcare Advisory Partners LLC | INVESTMENT ADVISORY | $0 | $14,594 |
| Pension Investors Corp Of Orlando | THIRD PARTY ADMINISTRATO | $0 | $8,740 |
| Voya Retirement Insurance | SERVICE PROVIDER | $3,188 | $0 |