Form 5500 · Employee benefit plan · PHOENIX, AZ
UPWARD PROJECTS
Public Form 5500 records show how UPWARD PROJECTS (PHOENIX, AZ) structures its employee benefits. Its broker of record is PATRIOT GROWTH INSURANCE SERVICES. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-3127811 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 214 | March | $6,554 |
Questions
Who is UPWARD PROJECTS's benefits broker?
Per its most recent Form 5500 Schedule A, UPWARD PROJECTS's broker of record is PATRIOT GROWTH INSURANCE SERVICES.
What insurance carrier does UPWARD PROJECTS use?
UPWARD PROJECTS's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA.
When does UPWARD PROJECTS's group plan renew?
The most recent Schedule A policy period for UPWARD PROJECTS ended in March. 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.