Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$242K
- Life$155K
- Vision$34K
Sponsor portfolio
UPG ENTERPRISES LLC
EIN 47-1574790Latest filing 2025
Plans
2
Retirement
1
$42.5M assets
Welfare
1
$431K premiums
Participants
1,593
1400 16TH STREET, SUITE 250 - OAK BROOK, IL 60523630-822-7000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $431K premiums / 941 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY92%
- VISION SERVICE PLAN8%
Broker market share
Schedule A broker compensation
65%top
- GIBSON INSURANCE AGENCY, INC.65%
- MARSH & MCLENNAN AGENCY LLC20%
- JAMES R NELLIGAN & ASSOCIATES LLC11%
- USI INSURANCE SERVICES LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UNION PARTNERS I LLC 401(K) SAVING PLAN
401k
Assets$42.5M
Participants652
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UPG ENTERPRISES LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$431K
Covered lives941
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNION PARTNERS I LLC 401(K) SAVING PLAN | 401k | $42.5M | 652 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UPG ENTERPRISES LLC HEALTH AND WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $431K | 941 | 2025 |
Retirement plans
Welfare plans