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| Plan Name | UPSTREAM INTERMEDIATE, LLC EMPLOYEE BENEFITS PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | UPSTREAM INTERMEDIATE, LLC |
| Employer identification number (EIN): | 810936414 |
| NAIC Classification: | 621340 |
| NAIC Description: | Offices of Physical, Occupational and Speech Therapists, and Audiologists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2020-01-01 | BRYAN BARGANIER | 2021-07-20 | ||
| 501 | 2019-01-01 | TONYA LITTLE | 2020-05-07 |
| Measure | Date | Value |
|---|---|---|
| 2020: UPSTREAM INTERMEDIATE, LLC EMPLOYEE BENEFITS PLAN 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-01-01 | 4,819 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5,239 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 5,239 |
| Number of employers contributing to the scheme | 2020-01-01 | 0 |
| 2019: UPSTREAM INTERMEDIATE, LLC EMPLOYEE BENEFITS PLAN 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-01-01 | 4,428 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4,819 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 4,819 |
| Number of employers contributing to the scheme | 2019-01-01 | 0 |
| 2020: UPSTREAM INTERMEDIATE, LLC EMPLOYEE BENEFITS PLAN 2020 form 5500 responses | ||
|---|---|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: UPSTREAM INTERMEDIATE, LLC EMPLOYEE BENEFITS PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | First time form 5500 has been submitted | Yes |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) | |||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 216579 | ||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||
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| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) | |||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 216579 | ||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||
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