Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.3M
- Health$3.1M
- Prescription drug$3.1M
- Dental$368K
- Vision$368K
- Life$368K
- +2 more
Sponsor portfolio
FIRSTUP, INC.
EIN 27-3839152computer softwareLatest filing 2025
Plans
2
Retirement
1
$25.1M assets
Welfare
1
$3.5M premiums
Participants
587
1 MONTGOMERY ST, SUITE 2150 - SAN FRANCISCO, CA 94104844-975-2533firstup.ioLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.5M premiums / 386 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- UNITED HEALTHCARE INSURANCE COMPANY84%
- SUN LIFE ASSURANCE COMPANY OF CANADA11%
- KAISER FOUNDATION HEALTH PLAN INC5%
- CONCERN EAP0%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FIRSTUP, INC. 401(K)PLAN
401k
Assets$25.1M
Participants387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FIRSTUP, INC. HEALTH AND WELFARE PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$3.5M
Covered lives386
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FIRSTUP, INC. 401(K)PLAN | 401k | $25.1M | 387 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FIRSTUP, INC. HEALTH AND WELFARE PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $3.5M | 386 | 2024 |
Retirement plans
Welfare plans