PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE VILLAGES HEALTH SYSTEM, LLC
Sponsor portfolioTH

THE VILLAGES HEALTH SYSTEM, LLC

EIN 38-3876436-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$27.9M assets
Welfare
1
$1.2M premiums
Participants
1,537
6503 POWELL RD - THE VILLAGES, FL 321632038352-674-8832thevillageshealth.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$27.9M - 821 part#501Mixed-$1.2M - 716 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 716 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$715K
  • Short-term disability$715K
  • Long-term disability$715K
  • Other$715K
  • Dental$522K
  • Vision$522K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA58%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA42%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • THE BALDWIN GROUP WEST LLC93%
  • WATCHTOWER TECHNOLOGIES INC7%
Total $166K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE VILLAGES HEALTH SYSTEM EMPLOYEES SAVINGS PLAN

401k

Assets$27.9M
Participants821
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE VILLAGES HEALTH SYSTEM, LLC BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.2M
Covered lives716
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE VILLAGES HEALTH SYSTEM EMPLOYEES SAVINGS PLAN401k$27.9M8212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE VILLAGES HEALTH SYSTEM, LLC BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.2M7162024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica