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  2. LOOKING UPWARDS, INC.
Sponsor portfolioTH

LOOKING UPWARDS, INC.

EIN 05-0376075-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$9.1M assets
Welfare
1
$2.8M premiums
Participants
1,164
PO BOX 4289 - MIDDLETOWN, RI 02842401-847-0960lookingupwards.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001ProfitSharing-$9.1M - 723 part#501Fully Insured-$2.8M - 511 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 511 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Life$29K
  • Other$29K
Total $3.4M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • BLUE CROSS OF CALIFORNIA99%
  • SUN LIFE ASSURANCE COMPANY OF CANADA1%
  • DELTA DENTAL OF CALIFORNIA0%
Total $3.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • PROVIDEER INSURANCE91%
  • GALLAGHER BENEFIT SERVICES, INC.7%
  • PGIA, INC.3%
Total $53K3 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

LOOKING UPWARDS, INC. 401 (K) RETIREMENT PLAN

ProfitSharing

Assets$9.1M
Participants723
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LOOKING UPWARDS, INC. WELFARE WRAP PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Premiums$2.8M
Covered lives511
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LOOKING UPWARDS, INC. 401 (K) RETIREMENT PLANProfitSharing$9.1M7232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LOOKING UPWARDS, INC. WELFARE WRAP PLANFully InsuredBLUE CROSS BLUE SHIELD OF RHODE ISLAND$2.8M5112025
Retirement plans
Welfare plans
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