Plan Ledger DOL Form 5500 · updated monthly

Upward Projectsbenefits

Upward Projects Employee Welfare Plan · PHOENIX, AZ · plan year 2025

Broker compensation reported · 2025
$110,480

Upward Projects's benefits plans covered 248 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $110,480 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $445 per covered person, in the top quarter of employer plans that report broker pay. Brokers were paid 16.9x the $6,554 reported for 2024.

Insurance contracts · 20254
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
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug dental visionpremiums n/a · 275 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life ltdpremiums n/a · 248 covered
Brokers & agents paid · 20253
FBC SERVICES, INC.$37,424
PATRIOT GROWTH INSURANCE$15,936
Also brokered by Patriot Growth Insurance Services5
Huvepharma, Inc. GA$177,359

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 823127811 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.