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Sponsor portfolio

UPTOWN PROVIDERS PC

EIN 45-3966557-real estate-Latest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$20K premiums
Participants
244
8060 SW PFAFFLE STREET SUITE 106 - TIGARD, OR 97223503-744-0399uptownpm.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#001401k-$3.0M - 129 part#501Mixed-$20K - 115 lives

Benefits portfolio analytics

1 plan / $20K premiums / 115 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$20K
  • Vision$20K
  • Life$20K
  • Short-term disability$20K
  • Other$20K
Total $20K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $20K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $4K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UPTOWN PROVIDERS PC 401(K) PLAN

401k

Assets$3.0M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UPTOWN PROVIDERS PC DBA AFC URGENT CARE GROUP BENEFITS PLAN

Mixed - GUARDIAN

Premiums$20K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UPTOWN PROVIDERS PC 401(K) PLAN401k$3.0M1292025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UPTOWN PROVIDERS PC DBA AFC URGENT CARE GROUP BENEFITS PLANMixedGUARDIAN$20K1152025
Retirement plans
Welfare plans
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