Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.2M
- Life$2.1M
- Short-term disability$2.1M
- Long-term disability$2.1M
- Vision$106K
Sponsor portfolio
WHEELS UP PARTNERS LLC
EIN 45-4068474Latest filing 2025
Plans
2
Retirement
1
$182.0M assets
Welfare
1
$2.3M premiums
Participants
3,898
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 2,615 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- HARTFORD LIFE AND ACCIDENT88%
- SPRING HEALTH7%
- VISION SERVICE PLAN5%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
41%top
- JAMES R NELLIGAN & ASSOCIATES LLC41%
- ALLIANT INSURANCE SERVICES, INC.33%
- NFP INSURANCE SERVICES INC25%
- UNKNOWN1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WHEELS UP PARTNERS LLC RETIREMENT SAVINGS PLAN
401k
Assets$182.0M
Participants2,785
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WHEELS UP PARTNERS LLC WELFARE BENEFIT PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$2.3M
Covered lives2,615
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WHEELS UP PARTNERS LLC RETIREMENT SAVINGS PLAN | 401k | $182.0M | 2,785 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WHEELS UP PARTNERS LLC WELFARE BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $2.3M | 2,615 | 2025 |
Retirement plans
Welfare plans