PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. UP MANAGEMENT, LLC
Sponsor portfolio

UP MANAGEMENT, LLC

EIN 80-0953796-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$261K premiums
Participants
456
7819 42ND STREET WEST - ROCK ISLAND, IL 61201309-797-1500
Plans on this EIN
2 filings
#001401k-$4.3M - 244 part#501Mixed-$261K - 445 lives

Benefits portfolio analytics

1 plan / $261K premiums / 445 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$139K
  • Vision$139K
  • Life$122K
  • Short-term disability$122K
  • Long-term disability$122K
  • Other$122K
Total $261K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • METROPOLITAN LIFE INSURANCE COMPANY53%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY47%
Total $261K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
Total $32K1 slice

Plan deep-dives

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

UP MANAGEMENT, LLC 401(K) PLAN

401k

Assets$4.3M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UP MANAGEMENT LLC WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$261K
Covered lives445
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UP MANAGEMENT, LLC 401(K) PLAN401k$4.3M2442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UP MANAGEMENT LLC WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$261K4452025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica