Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$4.8M
- Short-term disability$4.8M
- Long-term disability$4.8M
- Other$4.8M
- Dental$3.7M
- Vision$2.0M
- +2 more
Sponsor portfolioTH
UPBOUND GROUP, INC.
EIN 45-0491516Latest filing 2025
Plans
2
Retirement
1
$245.2M assets
Welfare
1
$8.9M premiums
Participants
19,817
5501 HEADQUARTERS DRIVE - PLANO, TX 75024972-801-1100
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.9M premiums / 8,962 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY54%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY23%
- TRIPLE S SALUD, INC.12%
- HAWAII MEDICAL SERVICE ASSOCIATION6%
- UNITEDHEALTHCARE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
96%top
- LOCKTON COMPANIES, LLC96%
- P.S.H. INSURANCE, INC.4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UPBOUND 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$245.2M
Participants10,855
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UPBOUND GROUP, INC. EMPLOYEE WELFARE BENEFIT PLAN
Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$8.9M
Covered lives8,962
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPBOUND 401(K) RETIREMENT SAVINGS PLAN | 401k | $245.2M | 10,855 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UPBOUND GROUP, INC. EMPLOYEE WELFARE BENEFIT PLAN | Fully Insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $8.9M | 8,962 | 2025 |
Retirement plans
Welfare plans