Plan Ledger DOL Form 5500 · updated monthly

Upbound Group, Inc.benefits

Upbound Group, Inc. Employee Welfare Benefit Plan · PLANO, TX · plan year 2025

Broker compensation reported · 2025
$407,193

Upbound Group, Inc.'s benefits plans covered 8,962 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $1,037,563. Insurance brokers and agents were paid $407,193 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 39.2% of premiums. That is $45 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 7.5% from $440,161 in 2024.

Insurance contracts · 20255
TRIPLE-S SALUD, INC. · health drug dental vision$1.0M · 238 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dentalpremiums n/a · 5,388 covered
HAWAII MEDICAL ASSURANCE ASSOCIATION · health drug dental visionpremiums n/a · 65 covered
UNITEDHEALTHCARE INSURANCE COMPANY · visionpremiums n/a · 3,396 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 8,962 covered
Brokers & agents paid · 20253
LOCKTON SPECIALTIES, LLC$110,897 · incl $110,897 fees
LOCKTON COMPANIES, LLC$279,236 · incl $30,437 fees
P.S.H. INSURANCE$17,060
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 450491516 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.