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
Sponsor portfolio
HOLDING COMPANY OF THE VILLAGES, INC.
EIN 20-4647993constructionLatest filing 2025
Plans
2
Retirement
1
$100.4M assets
Welfare
1
$2.5M premiums
Participants
3,640
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 1,259 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- SUN LIFE ASSURANCE COMPANY OF CANADA63%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA34%
- FIRST STOP HEALTH3%
Broker market share
Schedule A broker compensation
69%top
- THE BALDWIN GROUP WEST LLC69%
- STEALTH PARTNER GROUP LLC24%
- WATCHTOWER TECHNOLOGIES INC4%
- WATCHTOWER BENEFITS, LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOLDING COMPANY OF THE VILLAGES, INC. EMPLOYEES SAVINGS PLAN
401k
Assets$100.4M
Participants2,381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOLDING COMPANY OF THE VILLAGES, INC. ACCIDENT & HEALTH PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$2.5M
Covered lives1,259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOLDING COMPANY OF THE VILLAGES, INC. EMPLOYEES SAVINGS PLAN | 401k | $100.4M | 2,381 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOLDING COMPANY OF THE VILLAGES, INC. ACCIDENT & HEALTH PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $2.5M | 1,259 | 2025 |
Retirement plans
Welfare plans