Plan Ledger DOL Form 5500 · updated monthly

Upright Holdings, Inc.benefits

Upright Holdings, Inc. Health and Welfare Benefits Plan · MEMPHIS, TN · plan year 2025

Broker compensation reported · 2025
$111,543

Upright Holdings, Inc.'s benefits plans covered 627 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $443,332. Insurance brokers and agents were paid $111,543 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 25.2% of premiums. That is $178 per covered person, below the median for employer plans that report broker pay. Broker pay rose 29% from $86,475 in 2024.

Insurance contracts · 20255
DELTA DENTAL OF TENNESSEE · dental$443K · 1,418 covered
BLUERE OF TENNESSEE · healthpremiums n/a · 1,309 covered
SYMETRA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 627 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 434 covered
VISION SERVICE PLAN · visionpremiums n/a · 746 covered
Brokers & agents paid · 20256
ALLIANT INSURANCE SERVICES INC.$52,069 · incl $7,017 fees
WILLIAM A PACE$10,000
ALLIANT INSURANCES SERVICES INC$5,883 · incl $5,883 fees
GROUP INSURANCE SERVICES INC.$5,522
Also brokered by Alliant5
Hims, Inc. CA$1,599,375
Fpi Management CA$1,475,757

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 823861073 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.