Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Other$667K
- Dental$658K
- Life$458K
- Short-term disability$458K
- +2 more
Sponsor portfolioTH
WATERMARK RETIREMENT COMMUNITIES, LLC
EIN 86-0587483hospital & health careLatest filing 2025
Plans
2
Retirement
1
$53.8M assets
Welfare
1
$3.1M premiums
Participants
6,563
2020 WEST RUDASILL ROAD - TUCSON, AZ 85704520-797-4000watermarkcommunities.comLinkedIn5001-10000 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.1M premiums / 3,233 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- KAISER FOUNDATION HEALTH PLAN INC55%
- METROPOLITAN LIFE INSURANCE COMPANY28%
- UNITEDHEALTHCARE INSURANCE COMPANY17%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
- BSC AGENCY LLC-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WATERMARK RETIREMENT COMMUNITIES, LLC 401(K) PLAN
401k
Assets$53.8M
Participants3,637
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WATERMARK RETIREMENT COMMUNITIES HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$3.1M
Covered lives3,233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WATERMARK RETIREMENT COMMUNITIES, LLC 401(K) PLAN | 401k | $53.8M | 3,637 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WATERMARK RETIREMENT COMMUNITIES HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $3.1M | 3,233 | 2025 |
Retirement plans
Welfare plans