# UPWORK HEALTH AND WELFARE PLAN

Health and welfare plan sponsored by **UPWORK INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | UPWORK INC. |
| EIN | 464337682 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | PALO ALTO, CA |
| Industry | computer software |
| Funding | mixed |
| Total premiums | $2.4M |
| Participants | 645 |
| Persons covered | 1,142 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| KAISER PERMANENTE | Health, Rx, HMO |
| METLIFE LEGAL PLANS | Dental |
| LINCOLN FINANCIAL GROUP | Life, Other, LTD |
| VISION SERVICE PLAN (VSP) | Vision |
| METROPOLITAN GENERAL INSURANCE COMPANY | Other |

## Brokers

| Broker | Placed with |
|---|---|
| STRATEGIC NON-MEDICAL SOLUTIONS LLC | METROPOLITAN LIFE INSURANCE COMPANY |
| WATCHTOWER BENEFITS, LLC | METROPOLITAN LIFE INSURANCE COMPANY |
| BROWN & BROWN INSURANCE SERVICES | METROPOLITAN LIFE INSURANCE COMPANY |
| HAYS COMPANIES, INC. | METROPOLITAN LIFE INSURANCE COMPANY |
| WILLIS TOWERS WATSON US LLC | METROPOLITAN LIFE INSURANCE COMPANY |
| BROWN & BROWN INSURANCE SERVICES | LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| STRATEGIC NON-MEDICAL SOLUTIONS LLC | LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| WILLIS TOWERS WATSON US LLC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| BROWN & BROWN INSURANCE SERVICES | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| STRATEGIC NON-MEDICAL SOLUTIONS LLC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| MJ INSURANCE | METROPOLITAN GENERAL INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/464337682-501
- Cite as: PlanOptica, https://planoptica.com/welfare/464337682-501
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