Plan Ledger DOL Form 5500 · updated monthly

Upstream Newco, Inc.benefits

Upstream Newco, Inc. Employee Benefits Plan · BIRMINGHAM, AL · plan year 2024

Broker compensation reported · 2024
$857,721

Upstream Newco, Inc.'s benefits plans covered 6,064 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $857,721 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $141 per covered person, below the median for employer plans that report broker pay. Broker pay was essentially unchanged from 2023.

Insurance contracts · 20241
METROPOLITAN LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 7,239 covered
Brokers & agents paid · 20241
COBBS, ALLEN AND HALL, INC.$857,721 · incl $132,617 fees
Also brokered by Cobbs, Allen and Hall, Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 823655886 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.