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Sponsor portfolioWelfare / HealthEIN 38-3876436

THE VILLAGES HEALTH SYSTEM, LLC

1020 LAKE SUMTER LANDING · THE VILLAGES, FL 32162
3526748835
Plans filed
1
Years active
2023–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$1.2M
No prior year
Persons covered
716
No prior year
Total participants
716
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.2M
THE VILLAGES HEALTH SYSTEM, LLC BENEFIT PLAN
Mixed716 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$715K18.3%
Short-term disability$715K18.3%
Long-term disability$715K18.3%
Other$715K18.3%
Dental$522K13.4%
Vision$522K13.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$715K57.8%11716
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$522K42.2%11590

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE BALDWIN GROUP WEST LLCTAMPA, FLTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA$140K$15K$154K93.2%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILSUN LIFE ASSURANCE COMPANY OF CANADA$11K$0$11K6.8%1

History & trajectory

2 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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