Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$41K
- Long-term disability$41K
- Other$41K
Sponsor portfolio
UPWARD PROJECTS
EIN 82-3127811Latest filing 2025
Plans
2
Retirement
1
$4.7M assets
Welfare
1
$41K premiums
Participants
1,580
3443 NORTH CENTRAL AVENUE - PHOENIX, AZ 85012602-246-7555
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $41K premiums / 214 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Broker market share
Schedule A broker compensation
60%top
- PATRIOT GROWTH INSURANCE SERVICES60%
- GALLAGHER BENEFIT SERVICES, INC.40%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UPWARD PROJECTS 401(K) PLAN
401k
Assets$4.7M
Participants1,366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UPWARD PROJECTS EMPLOYEE WELFARE PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$41K
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPWARD PROJECTS 401(K) PLAN | 401k | $4.7M | 1,366 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UPWARD PROJECTS EMPLOYEE WELFARE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $41K | 214 | 2025 |
Retirement plans
Welfare plans