Form 5500 · Employee benefit plan · SANTA CLARA, CA
DATASTAX
Public Form 5500 records show how DATASTAX (SANTA CLARA, CA) structures its employee benefits. Its broker of record is MERCER HEALTH & BENEFITS ADMIN LLC. Coverage is written through LEGALPLANS, USA and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-2254206 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LEGALPLANS, USA | — | 90 | December | $2,358 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 38 | December | $1,211 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 359 | December | $0 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 358 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 66 | December | $0 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 71 | December | $0 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 78 | December | $0 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 131 | December | $0 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 359 | December | $0 |
Questions
Who is DATASTAX's benefits broker?
Per its most recent Form 5500 Schedule A, DATASTAX's broker of record is MERCER HEALTH & BENEFITS ADMIN LLC.
What insurance carrier does DATASTAX use?
DATASTAX's benefit plan is written through LEGALPLANS, USA, among 9 disclosed carriers.
When does DATASTAX's group plan renew?
The most recent Schedule A policy period for DATASTAX ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from DATASTAX's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.