Plan5500

Upland Hills Health — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Upland Hills Health (EIN 42-1017512) is a plan sponsor located in Dodgeville, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
42-1017512
Location
Dodgeville, WI
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Upland Hills Health

  • 5 loaded plans hold $67.1M in reported assets.
  • The largest, Upland Hills Health 403(B) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,815 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$67.1MSummed across loaded plans$67,114,989
Total reported assets$67.1M$67,125,856
Total reported participants1.8K1,815
Total reported liabilities$10.9K$10,867

Reported net position

Reported assets = net assets + liabilities (summed)$67.1M total assets
Net assets$67.1MLiabilities$10.9K
Contributions & income
Employer contributions$1M
Participant contributions$2.7M
Total income / additions$15.3M
Expenses & distributions
Benefits paid / distributions$3.1M
Total expenses$3.1M
Net increase / (decrease)$12.2M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Upland Hills Health 403(B) Retirement Plan
Participants per plan363Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Upland Hills Health 403(B) Retirement Plan$67.1M
    Plan #003 · 710 participants · 2023
  2. 2
    Group Life Insurancenot reported in the loaded dataset
    Plan #507 · 447 participants · 2023
  3. 3
    Upland Hills Health Vision Plannot reported in the loaded dataset
    Plan #512 · 258 participants · 2023
  4. 4
    Voluntary Long Term Disability Plannot reported in the loaded dataset
    Plan #511 · 222 participants · 2023
  5. 5
    Upland Hills Health Flexible Benefit Plannot reported in the loaded dataset
    Plan #506 · 178 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Upland Hills Health. Open one for its full reported snapshot.

  1. 2023
    Upland Hills Health Flexible Benefit Plan178 participants · 2No schedules
    View filing →
  2. 2023
    Upland Hills Health 403(B) Retirement Plan710 participants · 2Sch HSch C
    View filing →
  3. 2023
    Upland Hills Health Vision Plan258 participants · 2No schedules
    View filing →
  4. 2023
    Group Life Insurance447 participants · 2No schedules
    View filing →
  5. 2023
    Voluntary Long Term Disability Plan222 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Upland Hills Health report on Form 5500?
Upland Hills Health (EIN 42-1017512) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Upland Hills Health?
The Employer Identification Number (EIN) reported for Upland Hills Health is 42-1017512.
What is the latest Form 5500 filing year for Upland Hills Health?
The latest loaded Form 5500 filing year for Upland Hills Health is 2023.

Related Form 5500 pages