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Sponsor portfolioWelfare / HealthEIN 35-2581424
UPSTREAM USA
2 OLIVER STREET, SUITE 402 · BOSTON, MA 02109
5104961999
- Plans filed
- 1
- Years active
- 2020–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
316
No prior year
Total participants
155
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 |
|---|---|---|---|
| Health | $618K | 26.1% | |
| Prescription drug | $618K | 26.1% | |
| Life | $238K | 10.1% | |
| Short-term disability | $238K | 10.1% | |
| Long-term disability | $238K | 10.1% | |
| Other | $238K | 10.1% | |
| Dental | $154K | 6.5% | |
| Vision | $23K | 1.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRx | $618K | 59.8% | 1 | 1 | 216 |
EIN 221211670 | LSTDLTDOth | $238K | 23.0% | 1 | 1 | 161 |
EIN 046143185 | D | $154K | 14.9% | 1 | 1 | 316 |
EIN 061227840 | V | $23K | 2.2% | 1 | 1 | 143 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | LOS ANGELES, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY, VISION SERVICE PLAN, PRUDENTIAL INSURANCE COMPANY OF AMERICA, DELTA DENTAL OF MASSACHUSETTS, INC. | $124K | $2K | $126K | 55.4% | 1 |
| BENNIE INSURANCE, LLC | STAMFORD, CT | CIGNA HEALTH AND LIFE INSURANCE COMPANY, VISION SERVICE PLAN, PRUDENTIAL INSURANCE COMPANY OF AMERICA, DELTA DENTAL OF MASSACHUSETTS, INC. | $64K | $0 | $64K | 27.9% | 1 |
| PROFESSIONAL GROUP PLANS INC | HAUPPAUGE, NY | CIGNA HEALTH AND LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $460 | $34K | $34K | 14.9% | 1 |
| ARCHON LLC | HAPPAUGE, NY | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $4K | $4K | 1.8% | 1 |
| IMG | INDIANAPOLIS, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $42 | $42 | 0.0% | 1 |
History & trajectory
6 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