Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$157K
- Vision$157K
- Health$86K
- Prescription drug$86K
- Other$72K
- Life$66K
- +2 more
Sponsor portfolio
SUMUP, INC.
EIN 47-3947957Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$15.9M assets
Welfare
1
$315K premiums
Participants
562
2000 CENTRAL AVE, SUITE 100 - BOULDER, CO 80301240-285-7086
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $315K premiums / 213 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY50%
- KAISER FOUNDATION HEALTH PLAN INC27%
- LIFE INSURANCE COMPANY OF NORTH AMERICA21%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUMUP INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$15.9M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUMUP, INC WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$315K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMUP INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $15.9M | 332 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUMUP, INC WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $315K | 213 | 2024 |
Retirement plans
Welfare plans