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Sponsor portfolioWelfare / HealthEIN 51-0377088
UPL NA INC.
15401 WESTON PARKWAY · CARY, NC 27513
9197179833
- Plans filed
- 1
- Years active
- 2018–2025
- Industry
- NAICS 32
- Latest filing
- 2025
Total premiums (latest)
$6.5M
No prior year
Persons covered
817
No prior year
Total participants
379
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 |
|---|---|---|---|
| Other | $6.5M | 30.5% | |
| Health | $5.6M | 26.1% | |
| Prescription drug | $5.6M | 26.1% | |
| Dental | $931K | 4.4% | |
| Vision | $931K | 4.4% | |
| Life | $931K | 4.4% | |
| Long-term disability | $931K | 4.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 560894904 | HRxOth | $5.6M | 85.6% | 1 | 1 | 817 |
EIN 135123390 | DVLLTDOth | $931K | 14.3% | 1 | 1 | 394 |
EIN 731016728 | Oth | $9K | 0.1% | 1 | 1 | 54 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EDUARDO VARGAS | TAMPA, FL | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $162K | $0 | $162K | 79.5% | 1 |
| AON CONSULTING INC | CHICAGO, IL | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $41K | $0 | $41K | 20.1% | 1 |
| RUTH A ANDERSON | CLAYTON, NC | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $797 | $0 | $797 | 0.4% | 1 |
| STOVALL & ASSOCIATES, INC. | CHOCOWINITY, NC | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $72 | $0 | $72 | 0.0% | 1 |
History & trajectory
8 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