What public Form 5500 filings show about the Upperline Health, Inc. 401(k) plan — and how to find and check your own account.
Upperline Health, Inc. (EIN 81-4298671) reports UPPERLINE HEALTH 401(K) RETIREMENT PLAN on its most recent Form 5500, with $35.9M in plan assets across 916 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 Upperline Health, Inc. 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 Voya, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Upperline Health, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WEALTHCARE ADVISORY PARTNERS, PENSION INVESTORS OF ORLANDO.
