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  2. Upg Enterprises LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Upg Enterprises LLC

EIN 47-1574790-Latest filing 2025
Plans
2
Retirement
1
$42.5M assets
Health & Benefits
1
$431K premiums
Participants
1,593
1400 16TH STREET, SUITE 250 - OAK BROOK, IL 60523630-822-7000
Plans on this EIN
2 filings
#001401(k)-$42.5M - 652 part#501Mixed-$431K - 941 lives

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

Benefits portfolio analytics

1 plan / $431K premiums / 941 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$242K
  • Life$155K
  • Vision$34K
Total $431K3 rows
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Plan summaries

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

Retirement#001

UNION PARTNERS I LLC 401(K) SAVING PLAN

401(k)

Assets$42.5M
Participants652
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

UPG ENTERPRISES LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$431K
Covered lives941
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001UNION PARTNERS I LLC 401(K) SAVING PLAN401(k)$42.5M6522024
  • UNION PARTNERS I LLC 401(K) SAVING PLAN$42.5M
    #001 · 401(k) · 2024652

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501UPG ENTERPRISES LLC HEALTH AND WELFARE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$431K9412025
  • UPG ENTERPRISES LLC HEALTH AND WELFARE BENEFIT PLAN$431K
    #501 · Mixed · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025941
Retirement plans
Health & Benefits plans

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