UPPERLINE HEALTH 401(K) RETIREMENT PLAN
- Address: PO BOX 92190,NASHVILLE,TN
- Phone: (615) 627-2193
| Investment Options of UPPERLINE HEALTH 401(K) RETIREMENT PLAN (as of 2022) |
|---|
| AMERICAN FUNDS AM BALANCED R6 (VOYA LIFE INSURANCE AND ANNUITY CO) |
| AMERICAN FUNDS EUROPACIFIC R6 (VOYA LIFE INSURANCE AND ANNUITY CO) |
| AMERICAN FUNDS GROWTH FND R6 (VOYA LIFE INSURANCE AND ANNUITY CO) |
| AMERICAN FUNDS INV CO AM R6 (VOYA LIFE INSURANCE AND ANNUITY CO) |
| AMERICAN FUNDS NW PRSPCTV R6 (VOYA LIFE INSURANCE AND ANNUITY CO) |
| Click for all funds ↓↓↓ |
| BLACKROCK HIGH YIELD BOND PORT K (VOYA LIFE INSURANCE AND ANNUITY CO) |
| BLACKROCK HEALTH SCI OPPORT PRT K (VOYA LIFE INSURANCE AND ANNUITY CO) |
| BRANDYWINE GLOBAL GLB OPP BD IS (VOYA LIFE INSURANCE AND ANNUITY CO) |
| COLUMBIA MID CAP INDEX FUND I2 (VOYA LIFE INSURANCE AND ANNUITY CO) |
| DFA INFL-PROT SEC PORT INS (VOYA LIFE INSURANCE AND ANNUITY CO) |
| DFA REAL ESTATE SECS PORT INS (VOYA LIFE INSURANCE AND ANNUITY CO) |
| DFA US LARGE CAP VI PORT INS (VOYA LIFE INSURANCE AND ANNUITY CO) |
| DFA US SMALL CAP PORTFOLIO INS (VOYA LIFE INSURANCE AND ANNUITY CO) |
| DFA US TARGETED VI PORT INS (VOYA LIFE INSURANCE AND ANNUITY CO) |
| FIDELITY MULTI-ASSET INDEX FD (VOYA LIFE INSURANCE AND ANNUITY CO) |
| FRANKLIN UTILITIES FUND R6 (VOYA LIFE INSURANCE AND ANNUITY CO) |
| HARTFORD MIDCAP FUND R6 (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD SMALL CAP INDEX FUND ADM (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD TOT INT STK IN F ADM (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD TOT ST MKT INDEX FD ADM (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD TRGT RETIRE 2015 FD INV (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD TRGT RETIRE 2020 FD INV (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD TRGT RETIRE 2025 FD INV (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD TRGT RETIRE 2030 FD INV (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD TRGT RETIRE 2035 FD INV (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD TRGT RETIRE 2040 FD INV (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD TRGT RETIRE 2045 FD INV (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD TRGT RETIRE 2050 FD INV (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD TRGT RETIRE 2055 FD INV (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD TRGT RETIRE 2060 FD INV (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD TRGT RETIRE 2065 FD INV (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD TRGT RETIRE INCOME FD INV (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VOYA INTERMEDIATE BOND FUND R6 (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD VALUE INDEX FUND ADM (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VOYA GV MNY MKT F A (VOYA LIFE INSURANCE AND ANNUITY CO) |
| CARILLON EAGLE MID CAP GRW R6 (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD 500 INDEX FUND ADM (VOYA LIFE INSURANCE AND ANNUITY CO) |
| INV DEV MRKTS FD R6 (VOYA LIFE INSURANCE AND ANNUITY CO) |
| INV GOLD & SPEC MIN FD R6 (VOYA LIFE INSURANCE AND ANNUITY CO) |
| MFS INTL INTRINSIC VAL FUND R6 (VOYA LIFE INSURANCE AND ANNUITY CO) |
| MFS TECHNOLOGY FUND R6 (VOYA LIFE INSURANCE AND ANNUITY CO) |
| PIONEER STRATEGIC INCOME FUND K (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD ENERGY INDEX FUND ADM (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD LIFESTRAT CNS GR FD INV (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD LIFESTRAT GRW FD INV (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD LIFESTRAT MD GRW FD INV (VOYA LIFE INSURANCE AND ANNUITY CO) |
| VANGUARD MID-CAP VI INDEX FUND ADM (VOYA LIFE INSURANCE AND ANNUITY CO) |
UPPERLINE HEALTH 401(K) RETIREMENT PLAN has the following features:
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
At the end of 2022, the total retirement plan assets of UPPERLINE HEALTH 401(K) RETIREMENT PLAN is $16,972,371.00.This plan was established in 2000.
At the end of 2022, the total number of retirement plan participants in UPPERLINE HEALTH 401(K) RETIREMENT PLAN is 977
In 2022, the average participant retirement account value for UPPERLINE HEALTH 401(K) RETIREMENT PLAN is $17,371.00
In 2022, the estimated average employee contribution amount per participant for UPPERLINE HEALTH 401(K) RETIREMENT PLAN is $3,095.00
In 2022, the estimated average employer match for an employee in UPPERLINE HEALTH 401(K) RETIREMENT PLAN is approximately $794.00
In 2022, UPPERLINE HEALTH 401(K) RETIREMENT PLAN allocates $775,763.00 to match its employees' contributions, providing an employer match rate of 34.07% of their contributions
In 2022, the total retirement plan asset growth rate of UPPERLINE HEALTH 401(K) RETIREMENT PLAN is 0.65%
In 2022, the estimated aggregate retirement account investment gain/loss for UPPERLINE HEALTH 401(K) RETIREMENT PLAN is -14.87%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of UPPERLINE HEALTH 401(K) RETIREMENT PLAN is 0.09%.
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