Form 5500 · Employee benefit plan · TUCSON, AZ
WATERMARK RETIREMENT COMMUNITIES, LLC
WATERMARK RETIREMENT COMMUNITIES, LLC of TUCSON, AZ insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is WILLIS TOWERS WATSON NORTHEAST, INC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0587483 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 7 insured contracts covering health, dental, vision, life and disability; the largest, with KAISER FOUNDATION HEALTH PLAN, INC., covers 116 people.
Reported premium across the insured contracts is $3,124,319, with $102,182 in disclosed broker commissions — about 3.3% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
WILLIS TOWERS WATSON NORTHEAST, INC is the broker of record on 5 of the 7 contracts; the rest name a different broker or none.
3 carriers appear on the filing — KAISER FOUNDATION HEALTH PLAN, INC., METROPOLITAN LIFE INSURANCE COMPANY and UNITEDHEALTHCARE INSURANCE COMPANY — with KAISER FOUNDATION HEALTH PLAN, INC. writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | — | 571 | December | $130,937 | $34,849 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Life, Disability | 3,233 | December | $457,909 | $34,152 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 228 | December | $78,643 | $16,846 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 116 | December | $1,212,537 | $11,548 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 54 | December | $510,330 | $4,787 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Vision | 443 | December | $76,458 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 1,427 | December | $657,505 | $0 |
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