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Form 5500 · Employee benefit plan · AUSTIN, TX

UPLAND SOFTWARE, INC.

Public Form 5500 records show how UPLAND SOFTWARE, INC. (AUSTIN, TX) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-2992077 · plan 501 · as of Jul 2026

Participants
415
Carriers on file
3
Disclosed commissions
$81,613
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth, Dental391December$52,680
HARTFORD LIFE AND ACCIDENTLife, Disability289December$24,844
RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICAVision262December$4,089

Questions

Who is UPLAND SOFTWARE, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, UPLAND SOFTWARE, INC.'s broker of record is GALLAGHER BENEFIT SERVICES, INC..

What insurance carrier does UPLAND SOFTWARE, INC. use?

UPLAND SOFTWARE, INC.'s benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does UPLAND SOFTWARE, INC.'s group plan renew?

The most recent Schedule A policy period for UPLAND SOFTWARE, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from UPLAND SOFTWARE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.