What public Form 5500 filings show about the Integrated Behavioral Health, Inc. DBA Uprise Health 401(k) plan — and how to find and check your own account.
Integrated Behavioral Health, Inc. DBA Uprise Health (EIN 33-0851349) reports UPRISE HEALTH 401(K) PLAN on its most recent Form 5500, with $8.3M in plan assets across 102 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Integrated Behavioral Health, Inc. DBA Uprise Health filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Integrated Behavioral Health, Inc. DBA Uprise Health 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING.
