Plan Ledger DOL Form 5500 · updated monthly

Holding Company of the Villages, Inc.benefits

Holding Company of the Villages, Inc. Accident & Health Plan · THE VILLAGES, FL · plan year 2025

Broker compensation reported · 2025
$363,197

Holding Company of the Villages, Inc.'s benefits plans covered 1,259 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $363,197 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $288 per covered person, above the median for employer plans that report broker pay. Broker pay rose 3.7% from $350,267 in 2024.

Insurance contracts · 20254
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 1,259 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 976 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · stop-losspremiums n/a · 1,059 covered
FIRST STOP HEALTHpremiums n/a · 1,043 covered
Brokers & agents paid · 20254
THE BALDWIN GROUP SOUTHEAST LLC$251,807 · incl $12,411 fees
STEALTH PARTNER GROUP LLC$87,480 · incl $8,666 fees
Also brokered by The Baldwin Group Southeast LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 204647993 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.