Form 5500 · Employee benefit plan · THE VILLAGES, FL
HOLDING COMPANY OF THE VILLAGES, INC.
HOLDING COMPANY OF THE VILLAGES, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is THE BALDWIN GROUP SOUTHEAST LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-4647993 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 1,259 | December | $1,061,939 | $200,040 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Stop-loss | 1,059 | December | $489,048 | $78,814 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision | 976 | December | $844,342 | $57,545 |
| FIRST STOP HEALTH | — | 1,043 | December | $81,370 | $5,721 |
Questions
Who is HOLDING COMPANY OF THE VILLAGES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, HOLDING COMPANY OF THE VILLAGES, INC.'s broker of record is THE BALDWIN GROUP SOUTHEAST LLC.
What insurance carrier does HOLDING COMPANY OF THE VILLAGES, INC. use?
HOLDING COMPANY OF THE VILLAGES, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.
When does HOLDING COMPANY OF THE VILLAGES, INC.'s group plan renew?
The most recent Schedule A policy period for HOLDING COMPANY OF THE VILLAGES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HOLDING COMPANY OF THE VILLAGES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.