Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$676K
- Dental$177K
- Vision$177K
- Life$177K
Sponsor portfolio
PHYSICIANS DATA TRUST, INC.
EIN 33-0988484hospital & health careLatest filing 2025
Plans
2
Retirement
1
$4.2M assets
Welfare
1
$853K premiums
Participants
203
161 THUNDER DR STE 212 - VISTA, CA 92083760-941-7309pdtrust.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $853K premiums / 139 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- UNITEDHEALTHCARE INSURANCE COMPANY79%
- PRINCIPAL LIFE INSURANCE COMPANY21%
Broker market share
Schedule A broker compensation
82%top
- DELTA INSURANCE AGENCY82%
- JPG INSURANCE18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PHYSICIANS DATA TRUST, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$4.2M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PHYSICIANS DATATRUST, INC. BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE OF CALIFORNIA
Premiums$853K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHYSICIANS DATA TRUST, INC. 401(K) PROFIT SHARING PLAN | 401k | $4.2M | 109 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PHYSICIANS DATATRUST, INC. BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE OF CALIFORNIA | $853K | 139 | 2025 |
Retirement plans
Welfare plans