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Sponsor portfolio

UPI HEALTH SYSTEM, LLC

EIN 93-3961023-Latest filing 2025
Plans
2
Retirement
0
Welfare
2
$187K premiums
Participants
39
P.O. BOX 10179 - GREENWOOD, MS 38930662-453-6860
Plans on this EIN
2 filings
#501Fully Insured-$121K - 18 lives#802Mixed-$65K - 21 lives

Benefits portfolio analytics

2 plans / $187K premiums / 39 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$187K
  • Vision$187K
  • Health$121K
  • Life$65K
  • Long-term disability$65K
Total $187K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • UNITEDHEALTHCARE INSURANCE COMPANY65%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA35%
Total $187K2 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • DENISE BOUNDS48%
  • MARSH & MCLENNAN AGENCY LLC31%
  • BROWN & BROWN INSURANCE SERVICES21%
  • ASHFORD ADVISORS INC0%
Total $22K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#501

UPI HEALTH SYSTEM, LLC

Fully Insured - ALL SAVERS INSURANCE COMPANY

Premiums$121K
Covered lives18
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#802

UPI HEALTH SYSTEM, LLC

Mixed - GUARDIAN

Premiums$65K
Covered lives21
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UPI HEALTH SYSTEM, LLCFully InsuredALL SAVERS INSURANCE COMPANY$121K182025
802UPI HEALTH SYSTEM, LLCMixedGUARDIAN$65K212025
Welfare plans
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