Plan Ledger DOL Form 5500 · updated monthly

Physicians Datatrust, Inc.benefits

Physicians Datatrust, Inc. Benefit Plan · VISTA, CA · plan year 2025

Broker compensation reported · 2025
$42,855

Physicians Datatrust, Inc.'s benefits plans covered 94 active participants in 2025, providing health · life · dental · vision. Insurance premiums totaled $446,236. Insurance brokers and agents were paid $42,855 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 9.6% of premiums. That is $456 per covered person, in the top quarter of employer plans that report broker pay. Brokers were paid 5.4x the $7,982 reported for 2024.

Insurance contracts · 20253
UNITEDHEALTHCARE OF CALIFORNIA · health hmo$446K · 44 covered
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life ppopremiums n/a · 139 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 10 covered
Brokers & agents paid · 20252
DELTA INSURANCE AGENCY$35,053
JPG INSURANCE$7,802
Also brokered by Delta Insurance Agency1

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 330988484 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.