Upperline Health 401(K) Retirement Plan — Form 5500 plan (Upperline Health, Inc.)
Plain-English plan 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, Upperline Health 401(K) Retirement Plan is a benefit plan reported by Upperline Health, Inc. under EIN 81-4298671 and plan number 001. The latest loaded filing year is 2023. The filing reports 950 participants and $20,955,949 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Upperline Health, Inc.
- EIN
- 81-4298671
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 950
- End-of-year plan assets
- $20,955,949
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 950 | H, C | 20241219152147NAL0003250307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,955,949
- Total liabilities (EOY)
- $11,853
- Net assets (EOY)
- $20,944,096
- Net assets (BOY)
- $16,972,371
Income & contributions
- Employer contributions
- $1,141,333
- Participant contributions
- $3,146,603
- Total contributions
- $5,456,926
- Total income / additions
- $8,415,487
Expenses & distributions
- Benefits paid
- $4,427,341
- Administrative expenses
- $16,421
- Total expenses
- $4,443,762
- Net increase / (decrease)
- $3,971,725
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | INVESTMENT ADVISORY | $0 | $14,594 | 2023 |
| Pension Investors Corp Of Orlando | THIRD PARTY ADMINISTRATO | $0 | $8,740 | 2023 |
| Voya Retirement Insurance | SERVICE PROVIDER | $3,188 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Upperline Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Wealthcare Advisory Partners LLC — Schedule C compensation
- Pension Investors Corp Of Orlando — Schedule C compensation
- Voya Retirement Insurance — Schedule C compensation