Form 5500 · Employee benefit plan · VISTA, CA
PHYSICIANS DATATRUST, INC.
Public Form 5500 records show how PHYSICIANS DATATRUST, INC. (VISTA, CA) structures its employee benefits. Its broker of record is DELTA INSURANCE AGENCY. Coverage is written through UNITEDHEALTHCARE 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 33-0988484 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITEDHEALTHCARE OF CALIFORNIA | Health | 44 | December | $446,236 | $22,312 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 10 | December | $229,755 | $12,741 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life | 139 | December | $177,169 | $7,802 |
Questions
Who is PHYSICIANS DATATRUST, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, PHYSICIANS DATATRUST, INC.'s broker of record is DELTA INSURANCE AGENCY.
What insurance carrier does PHYSICIANS DATATRUST, INC. use?
PHYSICIANS DATATRUST, INC.'s benefit plan is written through UNITEDHEALTHCARE OF CALIFORNIA, among 3 disclosed carriers.
When does PHYSICIANS DATATRUST, INC.'s group plan renew?
The most recent Schedule A policy period for PHYSICIANS DATATRUST, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PHYSICIANS DATATRUST, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.