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Sponsor portfolioWelfare / HealthEIN 33-0988484

PHYSICIANS DATATRUST, INC.

161 THUNDER DRIVE · VISTA, CA 92083
7609417309
Plans filed
1
Years active
2024–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$853K
No prior year
Persons covered
139
No prior year
Total participants
94
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$853K
PHYSICIANS DATATRUST, INC. BENEFIT PLAN
Fully insured139 covered·3 carriers
Primary: UNITEDHEALTHCARE OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$676K56.0%
Dental$177K14.7%
Vision$177K14.7%
Life$177K14.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 952931460
H
$676K79.2%1244
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVL
$177K20.8%11139

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DELTA INSURANCE AGENCYLAS VEGAS, NVUNITEDHEALTHCARE OF CALIFORNIA, UNITEDHEALTHCARE INSURANCE COMPANY$35K$0$35K81.8%1
JPG INSURANCELAS VEGAS, NVPRINCIPAL LIFE INSURANCE COMPANY$8K$0$8K18.2%1

History & trajectory

2 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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