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Sponsor portfolioWelfare / HealthEIN 94-3346127
UPWARDLY GLOBAL
582 MARKET STREET · SAN FRANCISCO, CA 94104
2122198828
- Plans filed
- 1
- Years active
- 2025–2025
- Industry
- NAICS 56
- Latest filing
- 2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
159
No prior year
Total participants
102
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 | $1.5M | 77.4% | |
| Dental | $88K | 4.5% | |
| Vision | $88K | 4.5% | |
| Life | $66K | 3.4% | |
| Short-term disability | $66K | 3.4% | |
| Long-term disability | $66K | 3.4% | |
| Other | $66K | 3.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $1.5M | 90.7% | 1 | 1 | 159 |
EIN 135123390 | DV | $88K | 5.3% | 1 | 1 | 89 |
EIN 220832760 | LSTDLTDOth | $66K | 4.0% | 1 | 1 | 102 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BENNIE INSURANCE, LLC | STAMFORD, CT | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK, UNITEDHEALTHCARE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $72K | $368 | $72K | 95.6% | 1 |
| PROFESSIONAL PENSIONS INC | WALLINGFORD, CT | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $6 | $3K | $3K | 4.4% | 1 |
Policy details
Latest year, by plan