Plan Ledger DOL Form 5500 · updated monthly

Functional Software, Inc.benefits

Functional Software Inc dba Sentry Health and Welfare Plan · SAN FRANCISCO, CA · plan year 2025

Broker compensation reported · 2025
$226,078

Functional Software, Inc.'s benefits plans covered 241 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $226,078 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $938 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 12% from $202,229 in 2024.

Insurance contracts · 20255
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 83 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug ppopremiums n/a · 181 covered
AMERITAS LIFE INSURANCE CORPORATION · dental visionpremiums n/a · 497 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 219 covered
COMPSYCHpremiums n/a · 223 covered
Brokers & agents paid · 20253
MARSH & MCLENNAN AGENCY$53,012 · incl $3,730 fees
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 474554430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.