PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THE VILLAGES CHARTER SCHOOL, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 59-3597803

THE VILLAGES CHARTER SCHOOL, INC.

350 TATONKA TERRACE · THE VILLAGES, FL 32162
3522592350
Plans filed
1
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
543
No prior year
Total participants
417
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.4M
THE VILLAGES CHARTER SCHOOL WELFARE BENEFITS PLAN
Mixed543 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.7M45.8%
Dental$394K10.6%
Vision$394K10.6%
Life$308K8.3%
Short-term disability$308K8.3%
Long-term disability$308K8.3%
Other$308K8.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDSLOth
$2.0M83.7%12543
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$394K16.3%11417

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
STEALTH PARTNER GROUP LLCSCOTTSDALE, AZSUN LIFE ASSURANCE COMPANY OF CANADA$257K$0$257K72.6%1
THE BALDWIN GROUP WEST LLCTAMPA, FLTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA$81K$5K$86K24.4%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$6K$0$6K1.7%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILSUN LIFE ASSURANCE COMPANY OF CANADA$5K$0$5K1.4%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica