Form 5500 · Employee benefit plan · PLANO, TX
UPBOUND GROUP, INC.
UPBOUND GROUP, INC. of PLANO, TX is a 9,880-participant retail employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through RELIANCE STANDARD LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-0491516 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 5 insured contracts covering health, dental, vision, life and disability; the largest, with RELIANCE STANDARD LIFE INSURANCE COMPANY, covers 8,962 people.
Reported premium across the insured contracts is $8,931,043, with $265,859 in disclosed broker commissions — about 3% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
LOCKTON COMPANIES, LLC is the broker of record on 2 of the 5 contracts; the rest name a different broker or none.
5 carriers appear on the filing — RELIANCE STANDARD LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, TRIPLE-S SALUD, INC. and HAWAII MEDICAL ASSURANCE ASSOCIATION among them — with RELIANCE STANDARD LIFE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Health, Life, Disability | 8,962 | December | $4,801,978 | $196,921 |
| TRIPLE-S SALUD, INC. | Health, Dental, Vision | 238 | December | $1,037,563 | $51,878 |
| HAWAII MEDICAL ASSURANCE ASSOCIATION | Health, Dental, Vision | 65 | December | $569,601 | $17,060 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Health, Dental | 5,388 | December | $2,081,329 | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Vision | 3,396 | December | $440,572 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
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