Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$6.5M
- Health$5.6M
- Prescription drug$5.6M
- Dental$931K
- Vision$931K
- Life$931K
- +1 more
Sponsor portfolio
UPL NA INC.
EIN 51-0377088Latest filing 2025
Plans
2
Retirement
1
$95.3M assets
Welfare
1
$6.5M premiums
Participants
1,008
15401 WESTON PARKWAY, SUITE 100 - CARY, NC 27513919-717-9833
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.5M premiums / 817 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
79%top
- EDUARDO VARGAS79%
- AON CONSULTING INC20%
- RUTH A ANDERSON0%
- STOVALL & ASSOCIATES, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UPL NA INC. 401(K) PLAN
401k
Assets$95.3M
Participants629
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UPL NA INC.
Mixed - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$6.5M
Covered lives817
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPL NA INC. 401(K) PLAN | 401k | $95.3M | 629 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UPL NA INC. | Mixed | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $6.5M | 817 | 2025 |
Retirement plans
Welfare plans