Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$642K
- Prescription drug$642K
- Dental$55K
- Life$9K
- Other$9K
- Vision$6K
- +1 more
Sponsor portfolio
ON & UP HOLDINGS, LLC
EIN 61-1596704InformationLatest filing 2024
Plans
2
Retirement
1
$11.4M assets
Welfare
1
$716K premiums
Participants
264
525 3RD STREET, SUITE 311 - LAKE OSWEGO, OR 97034503-793-7929
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $716K premiums / 83 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- PROVIDENCE HEALTH PLAN90%
- DELTA DENTAL OF CALIFORNIA8%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- STARMOUNT LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- PARKER SMITH & FEEK INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ON & UP HOLDINGS, LLC 401K PLAN
401k
Assets$11.4M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ADPEARANCE HOLDINGS, LLC HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - PROVIDENCE HEALTH PLAN
Premiums$716K
Covered lives83
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ON & UP HOLDINGS, LLC 401K PLAN | 401k | $11.4M | 180 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ADPEARANCE HOLDINGS, LLC HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | PROVIDENCE HEALTH PLAN | $716K | 83 | 2024 |
Retirement plans
Welfare plans