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Sponsor portfolio

LEVELUP HCS, LLC

EIN 46-4517495-human resources-Latest filing 2025
Plans
2
Retirement
1
$6.3M assets
Welfare
1
$1.5M premiums
Participants
366
90 BROAD STREET, SUITE 902 - NEW YORK, NY 10004347-937-1570leveluphcs.comLinkedIn51-200 employeeshuman resources
Plans on this EIN
2 filings
#002401k-$6.3M - 232 part#501Fully Insured-$1.5M - 254 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 254 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Vision$1.4M
  • Life$79K
  • Other$79K
  • Short-term disability$59K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITEDHEALTHCARE INSURANCE COMPANY95%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BENEFIT VENTURES CORP100%
Total $73K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LEVELUP HCS 401K PLAN

401k

Assets$6.3M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEVELUP HCS, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LEVELUP HCS 401K PLAN401k$6.3M2322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEVELUP HCS, LLC EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.5M2542025
Retirement plans
Welfare plans
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