Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Other$507K
- Short-term disability$299K
- Life$260K
- Long-term disability$260K
- Vision$82K
Sponsor portfolioTH
UPSHER-SMITH LABORATORIES, INC.
EIN 41-0969017food & beveragesLatest filing 2025
Plans
2
Retirement
1
$159.4M assets
Welfare
1
$2.1M premiums
Participants
1,688
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 739 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- AETNA LIFE INSURANCE COMPANY58%
- UNUM LIFE INSURANCE COMPANY OF AMERICA35%
- EYEMED VISION CARE4%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA1%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
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#001
UPSHER-SMITH LABORATORIES RETIREMENT PLAN
401k
Assets$159.4M
Participants1,136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#599
UPSHER-SMITH LABORATORIES, INC. FLEX BENEFIT PLAN
Mixed - AETNA LIFE INSURANCE CO.
Premiums$2.1M
Covered lives739
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPSHER-SMITH LABORATORIES RETIREMENT PLAN | 401k | $159.4M | 1,136 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 599 | UPSHER-SMITH LABORATORIES, INC. FLEX BENEFIT PLAN | Mixed | AETNA LIFE INSURANCE CO. | $2.1M | 739 | 2025 |
Retirement plans
Welfare plans