Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$185K
- Dental$185K
- Life$102K
- Short-term disability$102K
- Long-term disability$102K
- Other$102K
- +1 more
Sponsor portfolioTH
CHANGE UP, LLC
EIN 47-1459813Latest filing 2025
Plans
2
Retirement
1
$5.6M assets
Welfare
1
$298K premiums
Participants
331
2056 BYERS RD - MIAMISBURG, OH 45342844-804-7700
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $298K premiums / 204 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- COMMUNITY INSURANCE COMPANY62%
- UNITED OF OMAHA LIFE INSURANCE COMPANY34%
- EYEMED VISION CARE4%
Broker market share
Schedule A broker compensation
98%top
- MARSH & MCLENNAN AGENCY LLC98%
- WATCHTOWER BENEFITS, LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHANGEUP 401(K) PLAN
401k
Assets$5.6M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHANGE UP, LLC EMPLOYEE BENEFIT PLAN
Fully Insured - COMMUNITY INSURANCE COMPANY
Premiums$298K
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHANGEUP 401(K) PLAN | 401k | $5.6M | 197 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHANGE UP, LLC EMPLOYEE BENEFIT PLAN | Fully Insured | COMMUNITY INSURANCE COMPANY | $298K | 204 | 2025 |
Retirement plans
Welfare plans