PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. UPPER PENINSULA POWER COMPANY
Sponsor portfolio

UPPER PENINSULA POWER COMPANY

EIN 38-1280574-utilities-Latest filing 2024
Plans
4
Retirement
3
$140.9M assets
Welfare
1
$4.3M premiums
Participants
1,194
1002 HARBOR HILLS DRIVE - MARQUETTE, MI 49855906-232-1405uppco.comLinkedIn51-200 employeesutilities
Plans on this EIN
4 filings
#003CashBalance-$87.3M - 536 part#001401k-$28.6M - 112 part#002401k-$25.0M - 114 part#501Fully Insured-$4.3M - 586 lives

Retirement portfolio analytics

3 plans aggregated / $140.9M assets / 762 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • COMPANY RETIREMENT PLAN (#003)62%
  • 401(K) RETIREMENT PLAN (#001)20%
  • 401(K) RETIREMENT PLAN (#002)18%
Total $140.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY RETIREMENT PLAN (#003)536
  • 401(K) RETIREMENT PLAN (#002)114
  • 401(K) RETIREMENT PLAN (#001)112
Total 762Click row to drill in

Benefits portfolio analytics

1 plan / $4.3M premiums / 586 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Vision$3.0M
  • Prescription drug$3.0M
  • Other$541K
  • Life$522K
  • Short-term disability$522K
  • +2 more
Total $4.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • BLUE CROSS OF CALIFORNIA69%
  • HUMANA INSURANCE COMPANY14%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA12%
  • DELTA DENTAL OF CALIFORNIA5%
  • MEDICAL AIR SERVICES ASSOCIATION, INC.0%
Total $4.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • ACRISURE LLC41%
  • THOMAS DANIEL SNOW JR41%
  • HEALTH INSURANCE SERVICES18%
  • IMG0%
Total $222K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

UPPER PENINSULA POWER COMPANY RETIREMENT PLAN

CashBalance

Assets$87.3M
Participants536
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

UPPER PENINSULA POWER COMPANY ADMINISTRATIVE 401(K) RETIREMENT PLAN

401k

Assets$28.6M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UPPER PENINSULA POWER COMPANY UNION 401(K) RETIREMENT PLAN

401k

Assets$25.0M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UPPER PENINSULA POWER COMPANY EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$4.3M
Covered lives586
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003UPPER PENINSULA POWER COMPANY RETIREMENT PLANCashBalance$87.3M5362024
001UPPER PENINSULA POWER COMPANY ADMINISTRATIVE 401(K) RETIREMENT PLAN401k$28.6M1122024
002UPPER PENINSULA POWER COMPANY UNION 401(K) RETIREMENT PLAN401k$25.0M1142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UPPER PENINSULA POWER COMPANY EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$4.3M5862024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica