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Sponsor portfolioWelfare / HealthEIN 20-4647993

HOLDING COMPANY OF THE VILLAGES, INC.

3619 KIESSEL ROAD · THE VILLAGES, FL 32163
3527505152
Plans filed
1
Years active
2016–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
1,259
No prior year
Total participants
1,259
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.5M
HOLDING COMPANY OF THE VILLAGES, INC. ACCIDENT & HEALTH PLAN
Mixed1,259 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.1M17.6%
Life$1.1M16.3%
Short-term disability$1.1M16.3%
Long-term disability$1.1M16.3%
Dental$844K13.0%
Vision$844K13.0%
Stop-loss$489K7.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDSLOth
$1.6M62.6%121,259
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$844K34.1%11976
FIRST STOP HEALTH
EIN 931693126
Oth
$81K3.3%111,043

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE BALDWIN GROUP WEST LLCTAMPA, FLTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, FIRST STOP HEALTH, SUN LIFE ASSURANCE COMPANY OF CANADA$239K$12K$252K69.3%1
STEALTH PARTNER GROUP LLCSCOTTSDALE, AZSUN LIFE ASSURANCE COMPANY OF CANADA$79K$9K$87K24.1%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILSUN LIFE ASSURANCE COMPANY OF CANADA$16K$0$16K4.3%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$8K$0$8K2.3%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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