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Sponsor portfolioWelfare / HealthEIN 47-1574790
UPG ENTERPRISES LLC
1400 16TH STREET, SUITE 250 · OAK BROOK, IL 60523
6308227000
- Plans filed
- 7
- Years active
- 2016–2025
- Industry
- NAICS 55
- Latest filing
- 2025
Total premiums (latest)
$431K
No prior year
Persons covered
941
No prior year
Total participants
941
No prior year
Plans filed
7
No prior year
Plans under this sponsor
7 plans
Plan #501$431K
UPG ENTERPRISES LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed941 covered·2 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #503$270K
LIFE AND ADD BENEFIT PLAN FOR UPG ENTERPRISES LLC
Fully insured970 covered·1 carrier
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #504$270K
VOLUNTARY LIFE AND AD&D BENEFIT PLAN FOR UPG ENTERPRISES LLC
Fully insured970 covered·1 carrier
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #505$204K
SHORT TERM DISABILITY BENEFIT PLAN FOR UPG ENTERPRISES LLC
Fully insured970 covered·1 carrier
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #506$80K
LONG TERM DISABILITY BENEFIT PLAN FOR UPG ENTERPRISES LLC
Fully insured955 covered·1 carrier
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #001$0
UNION PARTNERS I LLC 401(K) SAVINGS PLAN
Fully insured689 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY
Plan #502$0
VISION BENEFIT PLAN FOR UPG LLC
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Short-term disability | $242K | 56.0% | |
| Life | $155K | 36.0% | |
| Vision | $34K | 7.9% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LSTD | $397K | 92.1% | 1 | 3 | 941 |
EIN 061227840 | V | $34K | 7.9% | 1 | 1 | 344 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GIBSON INSURANCE AGENCY, INC. | SOUTH BEND, IN | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $37K | $26K | $62K | 65.1% | 1 |
| MARSH & MCLENNAN AGENCY LLC | ROANOKE, VA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $20K | $0 | $20K | 20.3% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL TOWNSHIP, NJ | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $11K | $11K | 11.4% | 1 |
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $3K | $0 | $3K | 3.1% | 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