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
Filings through .
Upgrade Inc.
EIN 81-2807376marketing and advertisingLatest filing 2025
Plans
2
Retirement
1
$80.0M assets
Health & Benefits
1
$2.3M premiums
Participants
3,414
275 BATTERY STREET - SAN FRANCISCO, CA 94111203-216-9827agentupgrade.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.3M premiums / 1,574 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
UPGRADE INC. 401(K) PLAN
401(k)
Assets$80.0M
Participants1,840
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
UPGRADE, INC. EMPLOYEE BENEFITS PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$2.3M
Covered lives1,574
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | UPGRADE INC. 401(K) PLAN | 401(k) | $80.0M | 1,840 | 2025 |
- UPGRADE INC. 401(K) PLAN$80.0M#002 · 401(k) · 20251,840
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · KAISER FOUNDATION HEALTH PLAN, INC. · 20251,574
Retirement plans
Health & Benefits plans