Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.1M
- Prescription drug$3.1M
- Other$562K
- Life$303K
- Long-term disability$190K
Sponsor portfolio
UPSTART NETWORK, INC.
EIN 45-4660612Latest filing 2025
Plans
2
Retirement
1
$97.9M assets
Welfare
1
$3.8M premiums
Participants
3,038
2950 S. DELAWARE STREET, SUITE 410 - SAN MATEO, CA 94403650-204-1000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.8M premiums / 2,542 covered livesCarrier market share
Premium dollars by Schedule A carrier
44%top
- KAISER FOUNDATION HEALTH PLAN INC44%
- UNITEDHEALTHCARE INSURANCE COMPANY37%
- RELIANCE STANDARD LIFE INSURANCE COMPANY14%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Broker market share
Schedule A broker compensation
54%top
- NATIONAL BENEFIT CENTER54%
- SEQUOIA BENEFITS & INS SVCS LLC46%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UPSTART NETWORK, INC. 401(K) PLAN
401k
Assets$97.9M
Participants1,666
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UPSTART NETWORK, INC. HEALTH AND WELFARE BENEFITS PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.8M
Covered lives2,542
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPSTART NETWORK, INC. 401(K) PLAN | 401k | $97.9M | 1,666 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UPSTART NETWORK, INC. HEALTH AND WELFARE BENEFITS PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $3.8M | 2,542 | 2025 |
Retirement plans
Welfare plans