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  2. INTEGRATED BEHAVIORAL HEALTH, INC. DBA UPRISE HEALTH
Sponsor portfolio

INTEGRATED BEHAVIORAL HEALTH, INC. DBA UPRISE HEALTH

EIN 33-0851349-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$8.3M assets
Welfare
1
$1.7M premiums
Participants
303
2 PARK PLAZA SUITE 1200 - IRVINE, CA 92614800-395-1616
Plans on this EIN
2 filings
#001401k-$8.3M - 155 part#501Fully Insured-$1.7M - 246 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Other$127K
  • Dental$118K
  • Vision$19K
  • Life$9K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • UNITEDHEALTHCARE INSURANCE COMPANY82%
  • KAISER FOUNDATION HEALTH PLAN INC9%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • VISION SERVICE PLAN1%
  • HARTFORD LIFE AND ACCIDENT1%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $104K1 slice

Plan deep-dives

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

UPRISE HEALTH 401(K) PLAN

401k

Assets$8.3M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UPRISE HEALTH WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UPRISE HEALTH 401(K) PLAN401k$8.3M1552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UPRISE HEALTH WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M2462024
Retirement plans
Welfare plans
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