Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Dental$1.1M
- Prescription drug$1.1M
- Life$277K
- Short-term disability$277K
- Long-term disability$277K
- +2 more
Sponsor portfolio
UPLAND SOFTWARE, INC.
EIN 27-2992077computer softwareLatest filing 2025
Plans
2
Retirement
1
$65.2M assets
Welfare
1
$1.4M premiums
Participants
1,061
900 SOUTH CAPITAL OF TEXAS HIGHWAY, SUITE 300 - AUSTIN, TX 78746855-944-7526uplandsoftware.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 391 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY77%
- HARTFORD LIFE AND ACCIDENT20%
- RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UPLAND SOFTWARE INC. 401(K)
401k
Assets$65.2M
Participants757
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UPLAND SOFTWARE, INC. HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.4M
Covered lives391
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPLAND SOFTWARE INC. 401(K) | 401k | $65.2M | 757 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UPLAND SOFTWARE, INC. HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.4M | 391 | 2025 |
Retirement plans
Welfare plans