Form 5500 · Employee benefit plan · PLANO, TX
UPBOUND GROUP, INC.
UPBOUND GROUP, 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 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 Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life, Disability | 9,880 | December | $246,839 |
| TRIPLE-S SALUD, INC. | Health, Dental, Vision | 232 | December | $46,094 |
| HAWAII MEDICAL ASSURANCE ASSOCIATION | Health, Dental, Vision | 44 | December | $10,907 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 5,518 | December | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Vision | 5,489 | December | $0 |
Questions
Who is UPBOUND GROUP, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, UPBOUND GROUP, INC.'s broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does UPBOUND GROUP, INC. use?
UPBOUND GROUP, INC.'s benefit plan is written through RELIANCE STANDARD LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does UPBOUND GROUP, INC.'s group plan renew?
The most recent Schedule A policy period for UPBOUND GROUP, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from UPBOUND GROUP, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.