Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Other$268K
- Dental$254K
- Vision$254K
- Life$195K
- Short-term disability$195K
- +1 more
Sponsor portfolio
UPSIDE SERVICES, INC.
EIN 47-5651051Latest filing 2025
Plans
2
Retirement
1
$17.7M assets
Welfare
1
$3.4M premiums
Participants
584
455 MASSACHUSETTS AVENUE NW - WASHINGTON, DC 20001800-741-6726
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.4M premiums / 332 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- MODERN HEALTH2%
Broker market share
Schedule A broker compensation
78%top
- SEQUOIA BENEFITS & INS SVCS LLC78%
- CENTERSTONE INSURANCE AND FINANCIAL22%
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 401(K) PLAN
401k
Assets$17.7M
Participants327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UPSIDE SERVICES, INC. HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$3.4M
Covered lives332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPSIDE 401(K) PLAN | 401k | $17.7M | 327 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UPSIDE SERVICES, INC. HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $3.4M | 332 | 2025 |
Retirement plans
Welfare plans