Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Prescription drug$1.8M
- Other$134K
- Dental$104K
- Vision$104K
- Life$104K
- +2 more
Sponsor portfolio
DATA MORTGAGE, INC. DBA ESSEX MORTGAGE
EIN 33-0175937Latest filing 2025
Plans
2
Retirement
1
$7.6M assets
Welfare
1
$2.0M premiums
Participants
420
1417 NORTH MAGNOLIA AVENUE - OCALA, FL 34475714-919-8085
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 405 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
- ANTHEM LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
97%top
- DIGITAL INSURANCE LLC97%
- CENTRO BENEFITS RESEARCH LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ESSEX MORTGAGE 401(K) PLAN
401k
Assets$7.6M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DATA MORTGAGE / ESSEX MORTGAGE WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$2.0M
Covered lives405
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ESSEX MORTGAGE 401(K) PLAN | 401k | $7.6M | 216 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DATA MORTGAGE / ESSEX MORTGAGE WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $2.0M | 405 | 2025 |
Retirement plans
Welfare plans