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Sponsor portfolioWelfare / HealthEIN 33-0175937
DATA MORTGAGE, INC. DBA ESSEX MORTGAGE
1417 NORTH MAGNOLIA AVENUE · OCALA, FL 34475
7149198085
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
405
No prior year
Total participants
204
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.9M | 42.8% | |
| Prescription drug | $1.8M | 42.1% | |
| Other | $134K | 3.1% | |
| Dental | $104K | 2.4% | |
| Vision | $104K | 2.4% | |
| Life | $104K | 2.4% | |
| Short-term disability | $104K | 2.4% | |
| Long-term disability | $104K | 2.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HRx | $1.8M | 93.2% | 1 | 1 | 194 |
EIN 135123390 | DVLSTDLTDOth | $104K | 5.3% | 1 | 1 | 165 |
EIN 954331852 | HOth | $30K | 1.5% | 1 | 1 | 405 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | ATLANTA, GA | BLUE CROSS OF CALIFORNIA, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $145K | $7K | $152K | 96.7% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $5K | $0 | $5K | 3.3% | 1 |
History & trajectory
4 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