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Original filing (PDF)20250113092850NAL0018316769001
DATUM FILING SYSTEMS, INC.
Form 5500
FILING_RECEIVED
DATUM FILING SYSTEMS, INC. FLEXIBLE BENEFITS PLAN
Health & welfare plan
Signals · 1
6 service providers
Active participants
72
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATUM FILING SYSTEMS, INC..
Plan sponsor
Name
DATUM FILING SYSTEMS, INC.
EIN
11-2156739
Address
89 CHURCH ROAD · EMIGSVILLE, PA · 173180355
Phone
(717) 764-6350
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-01-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN & BROWN OF PENNSYLVANIA | 20-0878127 | — | BROKER | $13K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PHOENIX ADMINISTRATORS | 47-4998645 | — | ADMIN | $13K | — |
| DELTA DENTAL OF PENNSYLVANIA | 23-1667011 | — | ADMIN | $5K | — |
| PHCS | 13-3068979 | — | ADMIN | $4K | — |
| SUMMIT CARE MANAGEMENT | 30-0986705 | — | ADMIN | $1K | — |
| TELADOC | 04-3705907 | — | ADMIN | $883 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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