Form 5500 · Employee benefit plan · OCALA, FL
DATA MORTGAGE, INC. DBA ESSEX MORTGAGE
Public Form 5500 records show how DATA MORTGAGE, INC. DBA ESSEX MORTGAGE (OCALA, FL) structures its employee benefits. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through BLUE CROSS OF CALIFORNIA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0175937 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health | 194 | December | $122,995 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 165 | December | $24,950 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Health | 405 | December | $2,019 |
Questions
Who is DATA MORTGAGE, INC. DBA ESSEX MORTGAGE's benefits broker?
Per its most recent Form 5500 Schedule A, DATA MORTGAGE, INC. DBA ESSEX MORTGAGE's broker of record is DIGITAL INSURANCE LLC.
What insurance carrier does DATA MORTGAGE, INC. DBA ESSEX MORTGAGE use?
DATA MORTGAGE, INC. DBA ESSEX MORTGAGE's benefit plan is written through BLUE CROSS OF CALIFORNIA, among 3 disclosed carriers.
When does DATA MORTGAGE, INC. DBA ESSEX MORTGAGE's group plan renew?
The most recent Schedule A policy period for DATA MORTGAGE, INC. DBA ESSEX MORTGAGE ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from DATA MORTGAGE, INC. DBA ESSEX MORTGAGE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.