# HOLDING COMPANY OF THE VILLAGES, INC. ACCIDENT & HEALTH PLAN

Health and welfare plan sponsored by **HOLDING COMPANY OF THE VILLAGES, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | HOLDING COMPANY OF THE VILLAGES, INC. |
| EIN | 204647993 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | THE VILLAGES, FL |
| Industry | construction |
| Funding | mixed |
| Total premiums | $2.5M |
| Participants | 1,259 |
| Persons covered | 1,259 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| SUN LIFE FINANCIAL | Life, STD, LTD, Other, Stop-loss |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision |
| FIRST STOP HEALTH | Other |

## Brokers

| Broker | Placed with |
|---|---|
| THE BALDWIN GROUP WEST LLC | SUN LIFE ASSURANCE COMPANY OF CANADA |
| WATCHTOWER TECHNOLOGIES INC | SUN LIFE ASSURANCE COMPANY OF CANADA |
| THE BALDWIN GROUP WEST LLC | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| WATCHTOWER BENEFITS, LLC | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| STEALTH PARTNER GROUP LLC | SUN LIFE ASSURANCE COMPANY OF CANADA |
| THE BALDWIN GROUP WEST LLC | FIRST STOP HEALTH |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/204647993-501
- Cite as: PlanOptica, https://planoptica.com/welfare/204647993-501
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