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Sponsor portfolio

WATSON REALTY CORP.

EIN 59-1152302-real estate-Latest filing 2025
Plans
2
Retirement
1
$14.7M assets
Welfare
1
$1.9M premiums
Participants
613
7821 DEERCREEK CLUB ROAD, SUITE 200 - JACKSONVILLE, FL 32256904-596-5970watsonrealtycorp.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filings
#002401k-$14.7M - 481 part#501Fully Insured-$1.9M - 132 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 132 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Vision$1.8M
  • Life$38K
  • Short-term disability$38K
  • Long-term disability$38K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNITEDHEALTHCARE INSURANCE COMPANY98%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • JP PERRY INSURANCE INC94%
  • COLONIAL LIFE & ACCIDENT6%
Total $96K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WATSON REALTY CORP. 401(K) PLAN

401k

Assets$14.7M
Participants481
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WATSON REALTY CORP SECTION 125 PREMIUM ONLY PLAN

Fully Insured - UNITED HEALTH CARE INSURANCE COMPANY

Premiums$1.9M
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WATSON REALTY CORP. 401(K) PLAN401k$14.7M4812025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WATSON REALTY CORP SECTION 125 PREMIUM ONLY PLANFully InsuredUNITED HEALTH CARE INSURANCE COMPANY$1.9M1322025
Retirement plans
Welfare plans
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