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Sponsor portfolio

UPSIDE FOODS, INC.

EIN 47-4780183-food production-Latest filing 2025
Plans
2
Retirement
1
$11.6M assets
Welfare
1
$2.6M premiums
Participants
455
6201 SHELLMOUND STREET - EMERYVILLE, CA 94608510-588-1224upsidefoods.comLinkedIn51-200 employeesfood production
Plans on this EIN
2 filings
#001401k-$11.6M - 294 part#501Fully Insured-$2.6M - 383 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 383 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Other$302K
  • Dental$298K
  • Vision$298K
  • Life$298K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • CALIFORNIA PHYSICIANS SERVICE61%
  • KAISER FOUNDATION HEALTH PLAN INC27%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • CLAREMONT EAP0%
Total $2.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • ABD INS. AND FINANCIAL SVCS., INC.84%
  • ROGERS BENEFIT GROUP INC16%
Total $184K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UPSIDE FOODS 401(K) PLAN

401k

Assets$11.6M
Participants294
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UPSIDE FOODS, INC. HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$2.6M
Covered lives383
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UPSIDE FOODS 401(K) PLAN401k$11.6M2942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UPSIDE FOODS, INC. HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$2.6M3832025
Retirement plans
Welfare plans
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