Upgrade, Incbenefits

Upgrade, Inc. Employee Benefits Plan · SAN FRANCISCO, CA · plan year 2025

Previously filed as Upgrade, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025

$106,365

Upgrade, Inc's benefits plans covered 1,574 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $106,365 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $68 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 46% from $72,743 in 2024.

Insurance contracts · 20254

KAISER FOUNDATION HEALTH PLAN, INC. · healthpremiums n/a · 171 covered

RELIANCE STANDARD · life std ltdpremiums n/a · 1,574 covered

KAISER FOUNDATION HEALTH PLAN, INC. · healthpremiums n/a · 32 covered

METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 257 covered

Brokers & agents paid · 20256
THE PARTNERS GROUP LLC-AMALYN$80,235 · incl $28,761 fees
THE PARTNERS GROUP, LTD$12,188
AMALYN CONSULTING, LLC$5,705
AMALYN CONSULTING LLC$4,587
AMY LYNN SHUCKHART$1,470
THE PARTNERS GROUP, LTD.$2,180

Also brokered by The Partners Group Llc-Amalyn1

Arizona Labor Force AZ$8,862

Why are you looking at this plan?

Upgrade, Inc's retirement plan: fees & contributions

How these broker payments compare nationally

Employer health plans in California

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 812807376 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.