Upperline Health, Inc.'s EIN is 81-4298671.
Download the official 2024 Form 5500 (PDF) for Upperline Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Upperline Health, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS LLC | 61-1768371 | — | SERVICE PROVIDER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTHCARE ADVISORY PARTNERS LLC | 61-1768371 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGRD 500 INDEX FUND ADM VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.9M | 10.9% | |
| VANGRD TRGT RETIRE 2035 FD VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.1M | 8.8% | |
| VANGRD TRGT RETIRE 2040 FD VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.9M | 8.0% | |
| VANGRD TOT ST MKT INDX FD ADM VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.3M | 6.3% | |
| Vanguard LifeStrat Growth Fd Inv Mutual Fund | Mutual Funds | — | — | $2.0M | 5.5% | |
| VANGRD LIFESTRAT GRW FD INV VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.0M | 5.5% | |
| Voya Fixed Account Guaranteed Investment Contract | Stable Value | — | — | $1.8M | 5.0% | |
| AMERICAN FUNDS GROWTH FND R6 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.7M | 4.8% | |
| VANGRD TRGT RETIRE 2045 FD VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.6M | 4.6% | |
| VANGRD TRGT RETIRE 2050 FD VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.5M | 4.3% | |
| VANGRD VALUE INDEX FUND ADM VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.3M | 3.5% | |
| VANGRD TOT INT STK IN F ADM VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.2M | 3.4% | |
| VANGRD TRGT RETIRE 2055 FD VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.2M | 3.3% | |
| VANGRD TRGT RETIRE 2030 FD VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $996K | 2.8% | |
| MFS TECHNOLOGY FUND R6 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $889K | 2.5% | |
| VANGRD SMLCP INDX FD ADMIRAL VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $873K | 2.4% | |
| VANGRD TRGT RETIRE 2025 FD VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $803K | 2.2% | |
| Vanguard LifeStrat Mod Grwth Fd Inv Mutual Fund | Mutual Funds | — | — | $771K | 2.1% | |
| VANGRD LIFESTRAT MD GRW FD INV VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $771K | 2.1% | |
| VOYA INTERMEDIATE BOND FUND R6 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $656K | 1.8% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $615K | 1.7% | |
| AMERICAN FUNDS AM BALANCED R6 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $598K | 1.7% | |
| VANGRD MID-CAP VL INDX FND ADM VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $443K | 1.2% | |
| CARILLON EAGLE MID CAP GRW R6 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $420K | 1.2% | |
| Vanguard LifeStrat Cnsrv Grw Fd Inv Mutual Fund | Mutual Funds | — | — | $406K | 1.1% | |
| VANGRD LIFESTRAT CNS GR FD INV VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $406K | 1.1% | |
| BLKRCK HLTH SCI OPPORT PRT K VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $353K | 1.0% | |
| DFA INFL-PROT SEC PORT INS VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $352K | 1.0% | |
| VANGRD TRGT RETIRE INC FD VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $334K | 0.9% | |
| VANGRD TRGT RETIRE 2060 FD VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $325K | 0.9% | |
| MFS INTL INTRINSIC VAL FND R6 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $285K | 0.8% | |
| BLKRCK HIGH YIELD PORT K VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $273K | 0.8% | |
| AMERICAN FUNDS EUROPACIFIC R6 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $267K | 0.7% | |
| VANGRD TRGT RETIRE 2020 FD VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $241K | 0.7% | |
| FIDELITY MULTI-ASSET INDEX FD VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $230K | 0.6% | |
| DFA REAL ESTATE SECS PORT INS VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $217K | 0.6% | |
| VANGRD ENERGY INDEX FUND ADM VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $213K | 0.6% | |
| BRANDYWINEGLOBAL GLB OPP BD IS VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $166K | 0.5% | |
| DFA US TARGETED VL PORT INS VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $134K | 0.4% | |
| DFA US SMALL CAP PORTFOLIO INS VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $113K | 0.3% | |
| INV DEV MRKTS FD R6 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $93K | 0.3% | |
| PIONEER STRATEGIC INCOME FND K VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $93K | 0.3% | |
| FRANKLIN UTILITIES FUND R6 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $83K | 0.2% | |
| INV GOLD & SPEC MIN FD R6 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $58K | 0.2% | |
| VANGRD TRGT RETIRE 2065 FD VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $49K | 0.1% | |
| COLUMBIA MID CAP INDEX FUND I2 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $15K | <0.1% | |
| VOYA GV MNY MKT F A (HLD ACCT) VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $13K | <0.1% | |
| Participant loans Participant Loans with Int Rates from 4.25% to 5.75% | Bonds / Notes | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION INVESTORS CORP OF ORLANDO | 59-2166422 | — | THIRD PARTY ADMINISTRATO | — | — |
