Form 5500 · Employee benefit plan · BOULDER, CO
SUMUP, INC
SUMUP, INC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-3947957 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Dental, Vision | 182 | December | $15,525 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 213 | December | $6,637 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 14 | December | $3,495 |
| METLIFE LEGAL PLANS | — | 213 | December | $623 |
Questions
Who is SUMUP, INC's benefits broker?
Per its most recent Form 5500 Schedule A, SUMUP, INC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does SUMUP, INC use?
SUMUP, INC's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does SUMUP, INC's group plan renew?
The most recent Schedule A policy period for SUMUP, INC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SUMUP, INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.