Plan Ledger DOL Form 5500 · updated monthly

Upstream USAbenefits

Upstream USA Health & Welfare Benefits Plan · BOSTON, MA · plan year 2025

Broker compensation reported · 2025
$227,630

Upstream USA's benefits plans covered 155 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $227,630 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,469 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 29% from $176,755 in 2024.

Insurance contracts · 20254
VISION SERVICE PLAN · visionpremiums n/a · 143 covered
DELTA DENTAL OF MASSACHUSETTS, INC. · dentalpremiums n/a · 316 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drugpremiums n/a · 216 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 161 covered
Brokers & agents paid · 20255
ARCHON LLC$4,022 · incl $4,022 fees
ALLIANT INSURANCE SERVICES$126,069 · incl $1,673 fees
BENNIE INSURANCE LLC$63,537
PROFESSIONAL GROUP PLANS$33,960 · incl $33,500 fees
IMG$42 · incl $42 fees
Also brokered by Archon LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 352581424 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.