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Sponsor portfolioWelfare / HealthEIN 82-3655886

UPSTREAM NEWCO, INC.

1200 CORPORATE WAY · BIRMINGHAM, AL 35242
4236828844
Plans filed
1
Years active
2021–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$6.3M
No prior year
Persons covered
6,959
No prior year
Total participants
6,218
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$6.3M
UPSTREAM NEWCO, INC. EMPLOYEE BENEFITS PLAN
Mixed6,959 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$6.3M16.7%
Vision$6.3M16.7%
Life$6.3M16.7%
Short-term disability$6.3M16.7%
Long-term disability$6.3M16.7%
Other$6.3M16.7%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DVLSTDLTDOth
$6.3M100.0%116,959

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
COBBS ALLEN & HALL INCBIRMINGHAM, ALMETROPOLITAN LIFE INSURANCE COMPANY$1.0M$243K$1.3M94.1%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANY$80K$0$80K5.9%1

History & trajectory

5 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
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