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Sponsor portfolioWelfare / HealthEIN 04-3534407
YEAR UP, INC.
45 MILK STREET 9TH FLOOR · BOSTON, MA 02109
6175421533
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$563K
No prior year
Persons covered
1,290
No prior year
Total participants
679
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Short-term disability | $276K | 39.9% | |
| Other | $159K | 22.9% | |
| Life | $129K | 18.6% | |
| Long-term disability | $69K | 9.9% | |
| Vision | $60K | 8.7% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LSTDLTDOth | $492K | 87.4% | 1 | 4 | 670 |
EIN 430949844 | V | $60K | 10.6% | 1 | 1 | 1,290 |
EIN 331206383 | Oth | $11K | 2.0% | 1 | 1 | 707 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CONSHOHOCKEN, PA | LIFE INSURANCE COMPANY OF NORTH AMERICA, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $62K | $10K | $72K | 77.0% | 1 |
| THE NIA GROUP | CONSHOHOCKEN, PA | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $21K | $21K | 23.0% | 1 |
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan