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Sponsor portfolioWelfare / HealthEIN 30-0759432

HEALTH DATA VISION, INC.

425 WEST BROADWAY · GLENDALE, CA 91204
8185149820
Plans filed
3
Years active
2023–2025
Industry
NAICS 51
Latest filing
2025
Total premiums (latest)
$4.4M
No prior year
Persons covered
549
No prior year
Total participants
305
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #503$4.4M
HEALTH DATA VISION, INC. HEALTH AND WELFARE BENEFITS PLAN
Fully insured549 covered·3 carriers
Primary: CALIFORNIA PHYSICIANS' SERVICE
Plan #502$2.8M
HEALTH DATA VISION, INC HEALTH AND WELFARE BENEFITS PLAN
Fully insured475 covered·1 carrier
Primary: CALIFORNIA PHYSICIANS' SERVICE
Plan #501$225K
HEALTH DATA VISION, INC HEALTH AND WELFARE BENEFITS PLAN
Mixed384 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.2M23.9%
Dental$4.2M23.9%
Vision$4.2M23.9%
Prescription drug$4.2M23.9%
Other$243K1.4%
Life$180K1.0%
Short-term disability$180K1.0%
Long-term disability$180K1.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 960360524
HRxDV
$4.2M94.5%11549
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$243K5.5%12299

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSAN DIEGO, CAUNUM LIFE INSURANCE COMPANY OF AMERICA, CALIFORNIA PHYSICIANS' SERVICE, UNUM INSURANCE COMPANY$49K$212K$261K100.0%1

History & trajectory

3 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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