Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$618K
- Prescription drug$618K
- Life$238K
- Short-term disability$238K
- Long-term disability$238K
- Other$238K
- +2 more
Sponsor portfolio
UPSTREAM USA
EIN 35-2581424non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$17.5M assets
Welfare
1
$1.0M premiums
Participants
432
2 OLIVER STREET, SUITE 402 - BOSTON, MA 02109510-496-1999upstream.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 316 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY60%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA23%
- DELTA DENTAL OF CALIFORNIA15%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
55%top
- ALLIANT INSURANCE SERVICES, INC.55%
- BENNIE INSURANCE, LLC28%
- PROFESSIONAL GROUP PLANS INC15%
- ARCHON LLC2%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UPSTREAM 401(K) PLAN
401k
Assets$17.5M
Participants277
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UPSTREAM USA HEALTH & WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives316
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPSTREAM 401(K) PLAN | 401k | $17.5M | 277 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UPSTREAM USA HEALTH & WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.0M | 316 | 2025 |
Retirement plans
Welfare plans