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Sponsor portfolioWelfare / HealthEIN 77-0543352

US DATA MANAGEMENT, LLC

d/b/a USDM LIFE SCIENCES
535 CHAPALA STREET · SANTA BARBARA, CA 93101
8882310816
Plans filed
1
Years active
2019–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
147
No prior year
Total participants
117
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.7M
USDM HEALTH & WELFARE PLAN
Fully insured147 covered·3 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.6M23.9%
Prescription drug$1.6M23.9%
Dental$1.6M23.1%
Vision$1.6M23.1%
Life$102K1.5%
Short-term disability$102K1.5%
Long-term disability$102K1.5%
Other$102K1.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 953402799
HRxDV
$1.6M94.1%12147
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$102K5.9%11114

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDSHERIDAN, WYHARTFORD LIFE AND ACCIDENT, AETNA HEALTH OF CALIFORNIA, INC., AETNA LIFE INSURANCE COMPANY$105K$4K$109K99.7%1
SEQUOIA BENEFITS & INS SVCS LLCSAN MATEO, CAHARTFORD LIFE AND ACCIDENT$0$329$3290.3%1

History & trajectory

7 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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