PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. UPI HEALTH SYSTEM, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 93-3961023

UPI HEALTH SYSTEM, LLC

P.O. BOX 10179 · GREENWOOD, MS 38930
6624536860
Plans filed
2
Years active
2024–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$187K
No prior year
Persons covered
39
No prior year
Total participants
39
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$121K
UPI HEALTH SYSTEM, LLC
Fully insured18 covered·1 carrier
Primary: ALL SAVERS INSURANCE COMPANY
Plan #802$65K
UPI HEALTH SYSTEM, LLC
Mixed21 covered·1 carrier
Primary: GUARDIAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$187K29.8%
Vision$187K29.8%
Health$121K19.4%
Life$65K10.5%
Long-term disability$65K10.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 351665915
HDV
$121K64.9%1118
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLLTD
$65K35.1%1121

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DENISE BOUNDSBRANDON, MSALL SAVERS INSURANCE COMPANY, GUARDIAN$11K$0$11K48.0%2
MARSH & MCLENNAN AGENCY LLCRIDGELAND, MSALL SAVERS INSURANCE COMPANY$7K$0$7K31.1%1
BROWN & BROWN INSURANCE SERVICESTUPELO, MSALL SAVERS INSURANCE COMPANY, GUARDIAN$5K$0$5K20.7%2
ASHFORD ADVISORS INCJACKSON, MSGUARDIAN$53$0$530.2%1

History & trajectory

2 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica