PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Upstart Network, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Upstart Network, Inc.

EIN 45-4660612-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$140.1M assets
Health & Benefits
1
$3.8M premiums
Participants
3,267
220 PARK RD., SUITE 500 - BURLINGAME, CA 94010650-204-1000
Plans on this EIN
2 filings
#001401(k)-$140.1M - 1,895 part#501Mixed-$3.8M - 2,542 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $3.8M premiums / 2,542 covered lives

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
Total $3.8M5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

UPSTART NETWORK, INC. 401(K) PLAN

401(k)

Assets$140.1M
Participants1,895
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

UPSTART NETWORK, INC. HEALTH AND WELFARE BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.8M
Covered lives2,542
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001UPSTART NETWORK, INC. 401(K) PLAN401(k)$140.1M1,8952025
  • UPSTART NETWORK, INC. 401(K) PLAN$140.1M
    #001 · 401(k) · 20251,895

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501UPSTART NETWORK, INC. HEALTH AND WELFARE BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$3.8M2,5422025
  • UPSTART NETWORK, INC. HEALTH AND WELFARE BENEFITS PLAN$3.8M
    #501 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 20252,542
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica