Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
FUNCTIONAL SOFTWARE, INC.
Public Form 5500 records show how FUNCTIONAL SOFTWARE, INC. (SAN FRANCISCO, CA) structures its employee benefits. Its broker of record is MARSH AND MCLENNAN AGENCY, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-4554430 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 295 | December | $138,968 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 78 | December | $23,848 |
| AMERITAS LIFE INSURANCE CORPORATION | Dental, Vision | 486 | December | $20,775 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 219 | December | $14,626 |
| COMPSYCH | — | 229 | December | $0 |
Questions
Who is FUNCTIONAL SOFTWARE, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, FUNCTIONAL SOFTWARE, INC.'s broker of record is MARSH AND MCLENNAN AGENCY, LLC.
What insurance carrier does FUNCTIONAL SOFTWARE, INC. use?
FUNCTIONAL SOFTWARE, INC.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 5 disclosed carriers.
When does FUNCTIONAL SOFTWARE, INC.'s group plan renew?
The most recent Schedule A policy period for FUNCTIONAL SOFTWARE, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FUNCTIONAL SOFTWARE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.