Plan Ledger DOL Form 5500 · updated monthly

Data Mortgage, Inc. dba Essex Mortgagebenefits

Data Mortgage / Essex Mortgage Welfare Plan · OCALA, FL · plan year 2025

Broker compensation reported · 2025
$157,265

Data Mortgage, Inc. dba Essex Mortgage's benefits plans covered 204 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $157,265 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $771 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 23% from $127,875 in 2024.

Insurance contracts · 20253
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · healthpremiums n/a · 405 covered
BLUE CROSS OF CALIFORNIA · health drug hmo ppopremiums n/a · 194 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 165 covered
Brokers & agents paid · 20252
CENTRO BENEFITS RESERACH LLC$5,205
DIGITAL INSURANCE LLC$152,060 · incl $7,301 fees
Also brokered by Centro Benefits Reserach LLC3

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 330175937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.