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
Filings through .
Top hat
Upbound Group, Inc.
EIN 45-0491516Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
1
$260.6M assets
Health & Benefits
1
$8.9M premiums
Participants
18,169
5501 HEADQUARTERS DRIVE - PLANO, TX 75024972-801-4767
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $8.9M premiums / 8,962 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
UPBOUND 401(K) RETIREMENT SAVINGS PLAN
401(k)
Assets$260.6M
Participants9,207
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
UPBOUND GROUP, INC. EMPLOYEE WELFARE BENEFIT PLAN
Fully insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$8.9M
Covered lives8,962
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | UPBOUND 401(K) RETIREMENT SAVINGS PLAN | 401(k) | $260.6M | 9,207 | 2025 |
- #001 · 401(k) · 20259,207
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · RELIANCE STANDARD LIFE INSURANCE COMPANY · 20258,962
Retirement plans
Health & Benefits plans