Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Prescription drug$1.6M
- Dental$1.6M
- Vision$1.6M
- Life$102K
- Short-term disability$102K
- +2 more
Sponsor portfolio
US DATA MANAGEMENT, LLC DBA USDM LIFE SCIENCES
EIN 77-0543352Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$14.9M assets
Welfare
1
$1.7M premiums
Participants
304
535 CHAPALA STREET - SANTA BARBARA, CA 93101888-231-0816
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 147 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- AETNA LIFE INSURANCE COMPANY94%
- HARTFORD LIFE AND ACCIDENT6%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
- SEQUOIA BENEFITS & INS SVCS LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
USDM LIFE SCIENCES 401(K) SAVINGS PLAN
401k
Assets$14.9M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
USDM HEALTH & WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | USDM LIFE SCIENCES 401(K) SAVINGS PLAN | 401k | $14.9M | 187 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | USDM HEALTH & WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $1.7M | 147 | 2025 |
Retirement plans
Welfare plans