Plan Ledger DOL Form 5500 · updated monthly

Upward Projectsbenefits

Upward Projects Employee Welfare Plan · PHOENIX, AZ · plan year 2024

Broker compensation reported · 2024
$48,026

Upward Projects's benefits plan covered 204 active participants in 2024, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $48,026 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $235 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20242
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug dental visionpremiums n/a · 216 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life ltdpremiums n/a · 204 covered
Brokers & agents paid · 20242
FBC SERVICES, INC.$32,090
PATRIOT GROWTH INSURANCE$15,936

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 271511229 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.