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  2. Watermark Retirement Communities, LLC
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Filings through Oct 24, 2026.

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Watermark Retirement Communities, LLC

EIN 86-0587483-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$52.7M assets
Health & Benefits
1
$3.1M premiums
Participants
5,993
5851 LEGACY CIR 6TH FLOOR - PLANO, TX 75024520-797-4000watermarkcommunities.comLinkedIn5001-10000 employeeshospital & health care
Plans on this EIN
2 filings
#001401(k)-$52.7M - 3,067 part#501Fully insured-$3.1M - 3,233 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $3.1M premiums / 3,233 covered lives

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
Total $3.1M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

WATERMARK RETIREMENT COMMUNITIES, LLC 401(K) PLAN

401(k)

Assets$52.7M
Participants3,067
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

WATERMARK RETIREMENT COMMUNITIES HEALTH AND WELFARE PLAN

Fully insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$3.1M
Covered lives3,233
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WATERMARK RETIREMENT COMMUNITIES, LLC 401(K) PLAN401(k)$52.7M3,0672025
  • WATERMARK RETIREMENT COMMUNITIES, LLC 401(K) PLAN$52.7M
    #001 · 401(k) · 20253,067

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501WATERMARK RETIREMENT COMMUNITIES HEALTH AND WELFARE PLANFully insuredKAISER FOUNDATION HEALTH PLAN, INC.$3.1M3,2332025
  • WATERMARK RETIREMENT COMMUNITIES HEALTH AND WELFARE PLAN$3.1M
    #501 · Fully insured · KAISER FOUNDATION HEALTH PLAN, INC. · 20253,233
Retirement plans
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