Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$285K
- Dental$234K
- Vision$234K
- Life$234K
- Short-term disability$234K
- Long-term disability$234K
Sponsor portfolioTH
WATERMAN COMMUNITIES, INC.
EIN 59-2867652Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$5.7M assets
Welfare
1
$285K premiums
Participants
867
250 BROOKFIELD AVENUE - MOUNT DORA, FL 32757352-383-0051
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $285K premiums / 339 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY82%
- AFLAC18%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Broker market share
Schedule A broker compensation
81%top
- USI INSURANCE SERVICES LLC81%
- JOYCE WEBER ENTERPRISES INC9%
- DIGITAL INSURANCE LLC3%
- DH2 ENTERPRISES INC3%
- A & M BONURA & ASSOCIATES INC1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WATERMAN VILLAGE 401(K) RETIREMENT PLAN
401k
Assets$5.7M
Participants528
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WATERMAN COMMUNITIES, INC. WELFARE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$285K
Covered lives339
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WATERMAN VILLAGE 401(K) RETIREMENT PLAN | 401k | $5.7M | 528 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | WATERMAN COMMUNITIES, INC. WELFARE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $285K | 339 | 2025 |
Retirement plans
Welfare plans