Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.7M
- Dental$394K
- Vision$394K
- Life$308K
- Short-term disability$308K
- Long-term disability$308K
- +1 more
Sponsor portfolio
THE VILLAGES CHARTER SCHOOL, INC.
EIN 59-3597803Latest filing 2025
Plans
2
Retirement
1
$33.6M assets
Welfare
1
$2.4M premiums
Participants
1,482
350 TATONKA TERRACE - THE VILLAGES, FL 32162352-259-2350
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 543 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- SUN LIFE ASSURANCE COMPANY OF CANADA84%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA16%
Broker market share
Schedule A broker compensation
73%top
- STEALTH PARTNER GROUP LLC73%
- THE BALDWIN GROUP WEST LLC24%
- WATCHTOWER BENEFITS, LLC2%
- WATCHTOWER TECHNOLOGIES INC1%
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 CHARTER SCHOOL, INC. EMPLOYEES SAVINGS PLAN
401k
Assets$33.6M
Participants1,065
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE VILLAGES CHARTER SCHOOL WELFARE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$2.4M
Covered lives543
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE VILLAGES CHARTER SCHOOL, INC. EMPLOYEES SAVINGS PLAN | 401k | $33.6M | 1,065 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE VILLAGES CHARTER SCHOOL WELFARE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $2.4M | 543 | 2025 |
Retirement plans
Welfare plans