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Sponsor portfolioWelfare / HealthEIN 81-2807376
UPGRADE, INC
275 BATTERY STREET, 23RD FLOOR · SAN FRANCISCO, CA 94111
4086556460
- Plans filed
- 1
- Years active
- 2018–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
1,574
No prior year
Total participants
1,574
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 | $1.4M | 29.2% | |
| Other | $894K | 18.7% | |
| Life | $830K | 17.4% | |
| Short-term disability | $830K | 17.4% | |
| Long-term disability | $830K | 17.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | H | $1.4M | 60.9% | 1 | 2 | 171 |
EIN 360883760 | LSTDLTDOth | $830K | 36.3% | 1 | 1 | 1,574 |
EIN 222342710 | Oth | $64K | 2.8% | 1 | 1 | 257 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE PARTNERS GROUP LLC-AMALYN | PORTLAND, OR | RELIANCE STANDARD | $51K | $29K | $80K | 75.4% | 1 |
| THE PARTNERS GROUP | PORTLAND, OR | METROPOLITAN GENERAL INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC. | $14K | $0 | $14K | 13.5% | 1 |
| AMALYN CONSULTING LLC | SCOTTSDALE, AZ | METROPOLITAN GENERAL INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC. | $10K | $0 | $10K | 9.7% | 1 |
| AMY LYNN SHUCKHART | SCOTTSDALE, AZ | KAISER FOUNDATION HEALTH PLAN, INC. | $1K | $0 | $1K | 1.4% | 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