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Sponsor portfolio

CENTRIC SOFTWARE, INC.

EIN 77-0332939-computer software-Latest filing 2025
Plans
2
Retirement
1
$33.0M assets
Welfare
1
$5.9M premiums
Participants
776
910 EAST HAMILTON AVENUE, SUITE 200 - CAMPBELL, CA 95008408-574-7802centricsoftware.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$33.0M - 402 part#501Fully Insured-$5.9M - 597 lives

Benefits portfolio analytics

1 plan / $5.9M premiums / 597 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.0M
  • Prescription drug$5.0M
  • Dental$491K
  • Vision$491K
  • Life$392K
  • Short-term disability$392K
  • +2 more
Total $5.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • BLUE CROSS OF CALIFORNIA78%
  • SUN LIFE ASSURANCE COMPANY OF CANADA8%
  • KAISER FOUNDATION HEALTH PLAN INC7%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA7%
Total $5.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • ABD INS. AND FINANCIAL SVCS., INC.77%
  • REUBEN WARNER ASSOCIATES, INC.23%
  • IMG0%
Total $370K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CENTRIC SOFTWARE, INC. 401(K) PLAN

401k

Assets$33.0M
Participants402
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CENTRIC SOFTWARE, INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$5.9M
Covered lives597
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CENTRIC SOFTWARE, INC. 401(K) PLAN401k$33.0M4022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CENTRIC SOFTWARE, INC. HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$5.9M5972025
Retirement plans
Welfare plans
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