Filings through .
Penney Retirement Community
EIN 59-0624420facilities servicesLatest filing 2025
Plans
2
Retirement
1
$5.2M assets
Health & Benefits
1
$1.2M premiums
Participants
358
4380 LEWIS AVE BOX 155 - PENNEY FARMS, FL 32079904-284-8200penneyretirementcommunity.orgLinkedIn11-50 employeesfacilities services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.2M premiums / 162 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PENNEY RETIREMENT COMMUNITY 403(B) PLAN
403(b)
Assets$5.2M
Participants258
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PENNEY RETIREMENT COMMUNITY, INC.
Mixed - HEALTH OPTIONS
Premiums$1.2M
Covered lives162
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PENNEY RETIREMENT COMMUNITY 403(B) PLAN | 403(b) | $5.2M | 258 | 2025 |
- #001 · 403(b) · 2025258
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PENNEY RETIREMENT COMMUNITY, INC. | Mixed | HEALTH OPTIONS | $1.2M | 162 | 2025 |
- #501 · Mixed · HEALTH OPTIONS · 2025162
Retirement plans
Health & Benefits plans