Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.4M
- Other$234K
- Life$232K
- Short-term disability$232K
- Long-term disability$232K
- Dental$227K
- +1 more
Sponsor portfolio
SONATA SOFTWARE NORTH AMERICA INC.
EIN 68-0281955Latest filing 2025
Plans
2
Retirement
1
$17.6M assets
Welfare
1
$3.9M premiums
Participants
652
39899 BALENTINE DR, SUITE 200 - NEWARK, CA 94560510-791-7220
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.9M premiums / 310 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
- PRINCIPAL LIFE INSURANCE COMPANY6%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
72%top
- WORLD INSURANCE ASSOCIATES LLC72%
- PROFESSIONAL GROUP PLANS INC28%
- REUBEN WARNER ASSOCIATES, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SONATA SOFTWARE NORTH AMERICA, INC. RETIREMENT TRUST
401k
Assets$17.6M
Participants379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SONATA SOFTWARE NORTH AMERICA INC. INSURED BENEFITS PLAN
Fully Insured - CIGNA HEALTH & LIFE INSURANCE COMPANY
Premiums$3.9M
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SONATA SOFTWARE NORTH AMERICA, INC. RETIREMENT TRUST | 401k | $17.6M | 379 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SONATA SOFTWARE NORTH AMERICA INC. INSURED BENEFITS PLAN | Fully Insured | CIGNA HEALTH & LIFE INSURANCE COMPANY | $3.9M | 310 | 2025 |
Retirement plans
Welfare plans