Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.8M
- Prescription drug$3.8M
- Dental$266K
- Vision$266K
- Other$135K
- Life$131K
- +2 more
Sponsor portfolio
FUNCTIONAL SOFTWARE, INC.
EIN 47-4554430constructionLatest filing 2025
Plans
2
Retirement
1
$25.9M assets
Welfare
1
$4.2M premiums
Participants
626
45 FREMONT STREET, 8TH FLOOR - SAN FRANCISCO, CA 94105312-818-0095functionalartincorporated.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.2M premiums / 497 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- UNITEDHEALTHCARE INSURANCE COMPANY76%
- KAISER FOUNDATION HEALTH PLAN INC14%
- AMERITAS LIFE INSURANCE CORP.6%
- HARTFORD LIFE AND ACCIDENT3%
- COMPSYCH0%
Broker market share
Schedule A broker compensation
74%top
- ABD INS. AND FINANCIAL SVCS., INC.74%
- MARSH & MCLENNAN AGENCY LLC26%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SENTRY 401(K) PLAN
401k
Assets$25.9M
Participants377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FUNCTIONAL SOFTWARE INC DBA SENTRY HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.2M
Covered lives497
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SENTRY 401(K) PLAN | 401k | $25.9M | 377 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FUNCTIONAL SOFTWARE INC DBA SENTRY HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $4.2M | 497 | 2025 |
Retirement plans
Welfare plans