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Form 5500 · Employee benefit plan · MIDDLETON, FL

PROPERTIES OF THE VILLAGES, INC.

PROPERTIES 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 BALDWIN KRYSTYN SHERMAN PARTNERS. Coverage is written through BLUE CROSS BLUE SHIELD OF FLORIDA and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-3256843 · plan 501 · as of Jul 2026

Participants
447
Carriers on file
3
Disclosed commissions
$346,541
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS BLUE SHIELD OF FLORIDAHealth479December$298,400
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability238December$37,844
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision179December$10,297

Questions

Who is PROPERTIES OF THE VILLAGES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, PROPERTIES OF THE VILLAGES, INC.'s broker of record is BALDWIN KRYSTYN SHERMAN PARTNERS.

What insurance carrier does PROPERTIES OF THE VILLAGES, INC. use?

PROPERTIES OF THE VILLAGES, INC.'s benefit plan is written through BLUE CROSS BLUE SHIELD OF FLORIDA, among 3 disclosed carriers.

When does PROPERTIES OF THE VILLAGES, INC.'s group plan renew?

The most recent Schedule A policy period for PROPERTIES 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 PROPERTIES OF THE VILLAGES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.