Plan Ledger DOL Form 5500 · updated monthly

Upland Software, Inc.benefits

Upland Software, Inc. Health and Welfare Plan · AUSTIN, TX · plan year 2025

Broker compensation reported · 2025
$113,405

Upland Software, Inc.'s benefits plans covered 285 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $113,405 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $398 per covered person, above the median for employer plans that report broker pay. Broker pay fell 35% from $174,187 in 2024.

Insurance contracts · 20253
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 289 covered
RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA · visionpremiums n/a · 262 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug dentalpremiums n/a · 391 covered
Brokers & agents paid · 20251
GALLAGHER BENEFIT SERVICES, INC.$113,405 · incl $31,792 fees
Also brokered by Gallagher5
Prisma Health SC$2,123,789

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 272992077 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.