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Form 5500 · Employee benefit plan · PHOENIX, AZ

UPWARD PROJECTS

UPWARD PROJECTS's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is PRINCIPAL SECURITIES INC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. 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 82-3127811 · plan 001 · as of Jul 2026

Participants
1,096
Carriers on file
2
Disclosed commissions
$167
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANY1,366December$164
PRINCIPAL LIFE INSURANCE COMPANY1,366December$3

Questions

Who is UPWARD PROJECTS's benefits broker?

Per its most recent Form 5500 Schedule A, UPWARD PROJECTS's broker of record is PRINCIPAL SECURITIES INC.

What insurance carrier does UPWARD PROJECTS use?

UPWARD PROJECTS's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does UPWARD PROJECTS's group plan renew?

The most recent Schedule A policy period for UPWARD PROJECTS ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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