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Sponsor portfolioWelfare / HealthEIN 45-0491516
UPBOUND GROUP, INC.
5501 HEADQUARTERS DRIVE · PLANO, TX 75024
9728011100
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 44
- Latest filing
- 2025
Total premiums (latest)
$8.9M
No prior year
Persons covered
8,962
No prior year
Total participants
8,962
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $4.8M | 17.1% | |
| Short-term disability | $4.8M | 17.1% | |
| Long-term disability | $4.8M | 17.1% | |
| Other | $4.8M | 17.1% | |
| Dental | $3.7M | 13.1% | |
| Vision | $2.0M | 7.3% | |
| Health | $1.6M | 5.7% | |
| Prescription drug | $1.6M | 5.7% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 360883760 | LSTDLTDOth | $4.8M | 53.8% | 1 | 1 | 8,962 |
EIN 591031071 | D | $2.1M | 23.3% | 1 | 1 | 5,388 |
EIN 660555677 | HRxDV | $1.0M | 11.6% | 1 | 1 | 238 |
EIN 990281791 | HRxDV | $570K | 6.4% | 1 | 1 | 65 |
EIN 362739571 | V | $441K | 4.9% | 1 | 1 | 3,396 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | DALLAS, TX | RELIANCE STANDARD LIFE INSURANCE COMPANY, TRIPLE-S SALUD, INC. | $249K | $141K | $390K | 95.8% | 1 |
| P.S.H. INSURANCE, INC. | HONOLULU, HI | HAWAII MEDICAL ASSURANCE ASSOCIATION | $17K | $0 | $17K | 4.2% | 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