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Sponsor portfolioWelfare / HealthEIN 32-0464562

WATERCREST SENIOR LIVING GROUP

445 24TH STREET · VERO BEACH, FL 32960
7725394554
Plans filed
1
Years active
2018–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
1,416
No prior year
Total participants
1,225
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.8M
WATERCREST SENIOR LIVING GROUP WELFARE BENEFITS PLAN
Fully insured1,416 covered·3 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.7M31.8%
Dental$2.7M31.8%
Vision$2.7M31.8%
Other$130K1.6%
Life$88K1.1%
Short-term disability$88K1.1%
Long-term disability$88K1.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HDV
$2.7M95.3%11477
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$88K3.2%111,416
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
Oth
$42K1.5%1171

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ACRISURE LLCNORTH PALM BEACH, FLTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AETNA LIFE INSURANCE CO., HARTFORD LIFE AND ACCIDENT$28K$13K$41K76.4%1
GROUP BENEFITS LTDURBANDALE, IAHARTFORD LIFE AND ACCIDENT$0$13K$13K23.6%1

History & trajectory

8 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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