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Filings through Oct 24, 2026.

Holding Company of the Villages, Inc.

EIN 20-4647993-construction-Latest filing 2025
Plans
2
Retirement
1
$117.9M assets
Health & Benefits
1
$2.5M premiums
Participants
3,525
7580 MIDDLETON DRIVE - MIDDLETON, FL 34762352-750-5152LinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filings
#001401(k)-$117.9M - 2,266 part#501Mixed-$2.5M - 1,259 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.5M premiums / 1,259 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Dental$844K
  • Vision$844K
  • +1 more
Total $2.5M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

HOLDING COMPANY OF THE VILLAGES, INC. EMPLOYEES SAVINGS PLAN

401(k)

Assets$117.9M
Participants2,266
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

HOLDING COMPANY OF THE VILLAGES, INC. ACCIDENT & HEALTH PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.5M
Covered lives1,259
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HOLDING COMPANY OF THE VILLAGES, INC. EMPLOYEES SAVINGS PLAN401(k)$117.9M2,2662025
  • HOLDING COMPANY OF THE VILLAGES, INC. EMPLOYEES SAVINGS PLAN$117.9M
    #001 · 401(k) · 20252,266

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501HOLDING COMPANY OF THE VILLAGES, INC. ACCIDENT & HEALTH PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$2.5M1,2592025
  • HOLDING COMPANY OF THE VILLAGES, INC. ACCIDENT & HEALTH PLAN$2.5M
    #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 20251,259
Retirement plans
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