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Sponsor portfolio

UPRIGHT HOLDINGS, INC.

EIN 82-3861073-Construction-Latest filing 2025
Plans
2
Retirement
1
$35.8M assets
Welfare
1
$2.6M premiums
Participants
2,841
1840 PYRAMID PLACE, SUITE 550 - MEMPHIS, TN 38132901-203-3891
Plans on this EIN
2 filings
#001401k-$35.8M - 2,212 part#505Fully Insured-$2.6M - 1,418 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 1,418 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Life$653K
  • Short-term disability$653K
  • Long-term disability$653K
  • Other$653K
  • Dental$443K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • BLUE CROSS OF CALIFORNIA54%
  • DELTA DENTAL OF CALIFORNIA17%
  • SUN LIFE ASSURANCE COMPANY OF CANADA16%
  • SYMETRA LIFE INSURANCE COMPANY9%
  • VISION SERVICE PLAN4%
Total $2.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • ALLIANT INSURANCE SERVICES, INC.86%
  • WILLIAM A PACE9%
  • GROUP INSURANCE SERVICES INC5%
Total $112K3 slices

Plan deep-dives

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

UPRIGHT HOLDINGS RETIREMENT SAVINGS PLAN

401k

Assets$35.8M
Participants2,212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

UPRIGHT HOLDINGS, INC. HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUERE OF TENNESSEE

Premiums$2.6M
Covered lives1,418
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UPRIGHT HOLDINGS RETIREMENT SAVINGS PLAN401k$35.8M2,2122025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505UPRIGHT HOLDINGS, INC. HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUERE OF TENNESSEE$2.6M1,4182025
Retirement plans
Welfare plans
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