Form 5500 · Employee benefit plan · CHICAGO, IL
UPTAKE TECHNOLOGIES, INC.
UPTAKE TECHNOLOGIES, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through DELTA DENTAL OF ILLINOIS and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-1427490 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| DELTA DENTAL OF ILLINOIS | Dental | 52 | December | $11,513 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 45 | December | $8,378 |
| VISION SERVICE PLAN | Vision | 37 | December | $1,368 |
Questions
Who is UPTAKE TECHNOLOGIES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, UPTAKE TECHNOLOGIES, INC.'s broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does UPTAKE TECHNOLOGIES, INC. use?
UPTAKE TECHNOLOGIES, INC.'s benefit plan is written through DELTA DENTAL OF ILLINOIS, among 3 disclosed carriers.
When does UPTAKE TECHNOLOGIES, INC.'s group plan renew?
The most recent Schedule A policy period for UPTAKE TECHNOLOGIES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from UPTAKE TECHNOLOGIES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.