Form 5500 · Employee benefit plan · THE VILLAGES, FL
HOLDING COMPANY OF THE VILLAGES, INC.
HOLDING COMPANY OF THE VILLAGES, INC. of THE VILLAGES, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is THE BALDWIN GROUP SOUTHEAST LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 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 Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 1,293 | December | $196,074 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision | 984 | December | $48,215 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Stop-loss | 1,076 | December | $43,445 |
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 3 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.