Original filing (PDF)20241112174653NAL0026740480001

UP WEE GROW INC

Name: UP WEE GROW INC — UP WEE GROW RETIREE HEALTH BENEFIT TRUST, Form 5500 (2023)
Creator: UP WEE GROW INC

Form 5500-SF

FILING_RECEIVED

UP WEE GROW RETIREE HEALTH BENEFIT TRUST

Health & welfare plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$370K

Net assets (EOY)

$370K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UP WEE GROW INC.

Plan sponsor

Name

UP WEE GROW INC

EIN

11-3316561

Address

3 GREENHILLS RD · HUNTINGTON STATION, NY · 117463905

Phone

(631) 351-1111

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

511

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-11-12

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4E · Vision

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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