How big is Upstate Area Health Education's plan?

Upstate Area Health Education's plan reported $504K in assets and 9 participants for 2025.

Original filing (PDF)20260408124438NAL0006212435001

Upstate Area Health Education

Name: Upstate Area Health Education — Upstate A.H.E.C., Form 5500 (2025)
Creator: Upstate Area Health Education
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upstate A.H.E.C. Employees Retirement Plan

403(b) retirement plan · Upstate Area Health Education's Upstate A.H.E.C. Employees Retirement Plan held $504K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$504K

Net assets (EOY)

$504K

People on this filing

Sandra Nichols signed Upstate Area Health Education's 2025 Form 5500 as plan administrator.

Sandra Nichols — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Upstate Area Health Education's EIN is 57-0658165.

EIN 57-0658165

Plan number 001

Plan year 2025

ACK ID 20260408124438NAL0006212435001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Upstate Area Health Education from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Upstate Area Health Education's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPSTATE AREA HEALTH EDUCATION.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score