Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$267K
- Health$255K
- Prescription drug$255K
- Life$156K
- Short-term disability$156K
- Long-term disability$156K
- +2 more
Sponsor portfolio
SUGARCRM INC.
EIN 20-1173875computer softwareLatest filing 2025
Plans
2
Retirement
1
$32.4M assets
Welfare
1
$720K premiums
Participants
579
548 MARKET STREET, PMB 59423 - SAN FRANCISCO, CA 94104408-454-6900sugarcrm.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $720K premiums / 396 covered livesCarrier market share
Premium dollars by Schedule A carrier
37%top
- DELTA DENTAL OF CALIFORNIA37%
- KAISER FOUNDATION HEALTH PLAN INC35%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY22%
- VISION SERVICE PLAN6%
Broker market share
Schedule A broker compensation
100%top
- ABD INS. AND FINANCIAL SVCS., INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUGARCRM INC. RETIREMENT TRUST
401k
Assets$32.4M
Participants401
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SUGARCRM WELFARE BENEFITS PLAN
Fully Insured - DELTA DENTAL OF CALIFORNIA
Premiums$720K
Covered lives396
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUGARCRM INC. RETIREMENT TRUST | 401k | $32.4M | 401 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SUGARCRM WELFARE BENEFITS PLAN | Fully Insured | DELTA DENTAL OF CALIFORNIA | $720K | 396 | 2025 |
Retirement plans
Welfare plans