PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. YEAR UP, INC.
Sponsor portfolio

YEAR UP, INC.

EIN 04-3534407-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$81.4M assets
Welfare
1
$563K premiums
Participants
1,841
45 MILK STREET 9TH FLOOR - BOSTON, MA 02109617-542-1533yearup.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$81.4M - 1,162 part#511Mixed-$563K - 1,290 lives

Benefits portfolio analytics

1 plan / $563K premiums / 1,290 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$276K
  • Other$159K
  • Life$129K
  • Long-term disability$69K
  • Vision$60K
Total $563K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA87%
  • EYEMED VISION CARE11%
  • CURALINC HEALTHCARE2%
Total $563K3 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • MARSH & MCLENNAN AGENCY LLC77%
  • THE NIA GROUP23%
Total $93K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

YEAR UP, INC. 401(K) PLAN

401k

Assets$81.4M
Participants1,162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

YEAR UP , INC. GROUP BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$563K
Covered lives1,290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001YEAR UP, INC. 401(K) PLAN401k$81.4M1,1622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511YEAR UP , INC. GROUP BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$563K1,2902025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica