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Sponsor portfolioWelfare / HealthEIN 82-3127811
UPWARD PROJECTS
3443 NORTH CENTRAL AVENUE · PHOENIX, AZ 85012
6022467555
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 72
- Latest filing
- 2025
Total premiums (latest)
$41K
No prior year
Persons covered
214
No prior year
Total participants
214
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 |
|---|---|---|---|
| Life | $41K | 33.3% | |
| Long-term disability | $41K | 33.3% | |
| Other | $41K | 33.3% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LLTDOth | $41K | 100.0% | 1 | 1 | 214 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES | SCOTTSDALE, AZ | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | $0 | $4K | 59.8% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | SALT LAKE CITY, UT | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $0 | $2K | 40.2% | 1 |
History & trajectory
4 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