Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
UPGRADE, INC
Public Form 5500 records show how UPGRADE, INC (SAN FRANCISCO, CA) structures its employee benefits. Its broker of record is THE PARTNERS GROUP LLC-AMALYN. Coverage is written through RELIANCE STANDARD and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-2807376 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| RELIANCE STANDARD | Life, Disability | 1,574 | December | $51,474 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 171 | December | $16,028 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 257 | December | $6,767 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 32 | December | $3,335 |
Questions
Who is UPGRADE, INC's benefits broker?
Per its most recent Form 5500 Schedule A, UPGRADE, INC's broker of record is THE PARTNERS GROUP LLC-AMALYN.
What insurance carrier does UPGRADE, INC use?
UPGRADE, INC's benefit plan is written through RELIANCE STANDARD, among 4 disclosed carriers.
When does UPGRADE, INC's group plan renew?
The most recent Schedule A policy period for UPGRADE, INC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from UPGRADE, INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.