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Sponsor portfolioWelfare / HealthEIN 47-4554430
FUNCTIONAL SOFTWARE, INC.
d/b/a SENTRY
45 FREMONT STREET, 8TH FLOOR · SAN FRANCISCO, CA 94105
8553804526
- Plans filed
- 3
- Years active
- 2022–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$4.2M
No prior year
Persons covered
497
No prior year
Total participants
249
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$4.2M
FUNCTIONAL SOFTWARE INC DBA SENTRY HEALTH AND WELFARE PLAN
Fully insured497 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$128K
FUNCTIONAL SOFTWARE INC DENTAL AND VISION PLAN
Fully insured367 covered·1 carrier
Primary: AMERITAS LIFE INSURANCE CORPORATION
Plan #503$51K
FUNCTIONAL SOFTWARE LIFE/AD&D & DISABILITY PLANS
Fully insured127 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.8M | 43.8% | |
| Prescription drug | $3.8M | 43.8% | |
| Dental | $266K | 3.1% | |
| Vision | $266K | 3.1% | |
| Other | $135K | 1.6% | |
| Life | $131K | 1.5% | |
| Short-term disability | $131K | 1.5% | |
| Long-term disability | $131K | 1.5% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRx | $3.2M | 75.9% | 1 | 1 | 181 |
EIN 941340523 | HRx | $602K | 14.5% | 1 | 1 | 83 |
EIN 470098400 | DV | $266K | 6.4% | 1 | 1 | 497 |
EIN 060838648 | LSTDLTDOth | $131K | 3.1% | 1 | 1 | 219 |
EIN 363739783 | Oth | $4K | 0.1% | 1 | 1 | 223 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ABD INS. AND FINANCIAL SVCS., INC. | SAN MATEO, CA | UNITEDHEALTHCARE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., HARTFORD LIFE AND ACCIDENT, AMERITAS LIFE INSURANCE CORPORATION | $167K | $0 | $167K | 74.0% | 1 |
| MARSH & MCLENNAN AGENCY LLC | SAN DIEGO, CA | UNITEDHEALTHCARE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., HARTFORD LIFE AND ACCIDENT, AMERITAS LIFE INSURANCE CORPORATION | $55K | $4K | $59K | 26.0% | 1 |
History & trajectory
4 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan