Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Other$894K
- Life$830K
- Short-term disability$830K
- Long-term disability$830K
Sponsor portfolio
UPGRADE, INC
EIN 81-2807376marketing and advertisingLatest filing 2025
Plans
2
Retirement
1
$54.5M assets
Welfare
1
$2.3M premiums
Participants
3,652
275 BATTERY STREET, 23RD FLOOR - SAN FRANCISCO, CA 94111408-655-6460agentupgrade.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 1,574 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- KAISER FOUNDATION HEALTH PLAN INC61%
- RELIANCE STANDARD LIFE INSURANCE COMPANY36%
- METROPOLITAN LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
75%top
- THE PARTNERS GROUP LLC-AMALYN75%
- THE PARTNERS GROUP14%
- AMALYN CONSULTING LLC10%
- AMY LYNN SHUCKHART1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UPGRADE INC. 401(K) PLAN
401k
Assets$54.5M
Participants2,078
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UPGRADE, INC. EMPLOYEE BENEFITS PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$2.3M
Covered lives1,574
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UPGRADE INC. 401(K) PLAN | 401k | $54.5M | 2,078 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UPGRADE, INC. EMPLOYEE BENEFITS PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $2.3M | 1,574 | 2025 |
Retirement plans
Welfare plans