PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MEDICAL DATA SYSTEMS, INC.
Sponsor portfolioTH

MEDICAL DATA SYSTEMS, INC.

EIN 59-2926242-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$266K premiums
Participants
607
2001 9TH AVENUE, SUITE 312 - VERO BEACH, FL 32960772-226-6040LinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$6.7M - 337 part#505Mixed-$266K - 232 lives

Benefits portfolio analytics

1 plan / $266K premiums / 232 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$266K
  • Dental$85K
  • Vision$85K
  • Life$53K
  • Short-term disability$53K
Total $266K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • AFLAC48%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY32%
  • UNITEDHEALTHCARE INSURANCE COMPANY20%
Total $266K3 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • MJ INSURANCE64%
  • INSURANCE OFFICE OF AMERICA21%
  • CORPORATE SYNERGIES GROUP LLC13%
  • FOUNDATION RISK PARTNERS CORP2%
Total $41K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MEDICAL DATA SYSTEMS, INC. 401(K) PLAN

401k

Assets$6.7M
Participants337
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

MEDICAL DATA SYSTEMS, INC. GROUP BENEFITS PLAN

Mixed - AFLAC

Premiums$266K
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MEDICAL DATA SYSTEMS, INC. 401(K) PLAN401k$6.7M3372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505MEDICAL DATA SYSTEMS, INC. GROUP BENEFITS PLANMixedAFLAC$266K2322025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica