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Sponsor portfolioWelfare / HealthEIN 41-0969017

UPSHER-SMITH LABORATORIES, INC.

6701 EVENSTAD DRIVE · MAPLE GROVE, MN 55369
7633152000
Plans filed
2
Years active
2015–2025
Industry
NAICS 32
Latest filing
2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
739
No prior year
Total participants
552
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #599$2.1M
UPSHER-SMITH LABORATORIES, INC. FLEX BENEFIT PLAN
Mixed739 covered·7 carriers
Primary: AETNA LIFE INSURANCE CO.
Plan #001$0
UPSHER-SMITH LABORATORIES RETIREMENT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.2M46.6%
Other$507K19.2%
Short-term disability$299K11.3%
Life$260K9.9%
Long-term disability$260K9.9%
Vision$82K3.1%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
H
$1.2M58.1%11477
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$748K35.3%16519
EYEMED VISION CARE
EIN 430949844
VOth
$86K4.1%12739
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
Oth
$27K1.3%1113
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$27K1.3%1189

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCMINNEAPOLIS, MNPRUDENTIAL INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD, FIRST UNUM LIFE INSURANCE COMPANY$33K$4K$37K100.0%1

History & trajectory

11 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
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