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Sponsor portfolioWelfare / HealthEIN 86-0587483

WATERMARK RETIREMENT COMMUNITIES, LLC

2020 WEST RUDASILL ROAD · TUCSON, AZ 85704
5207974000
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$3.1M
No prior year
Persons covered
3,233
No prior year
Total participants
2,926
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.1M
WATERMARK RETIREMENT COMMUNITIES HEALTH AND WELFARE PLAN
Fully insured3,233 covered·3 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.7M27.7%
Prescription drug$1.7M27.7%
Other$667K10.7%
Dental$658K10.6%
Life$458K7.4%
Short-term disability$458K7.4%
Long-term disability$458K7.4%
Vision$76K1.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$1.7M55.1%12116
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DOth
$867K27.8%131,427
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
VLSTDLTDOth
$534K17.1%123,233

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCNEW YORK, NYMETROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., UNITEDHEALTHCARE INSURANCE COMPANY$102K$5K$107K100.0%1
BSC AGENCY LLCWEST DES MOINES, IAMETROPOLITAN LIFE INSURANCE COMPANY$0-$1-$1-0.0%1

History & trajectory

11 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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