Plan Ledger DOL Form 5500 · updated monthly

Properties of the Villages, Inc.benefits

Properties of the Villages, Inc. Welfare Benefits Plan · MIDDLETON, FL · plan year 2025

Broker compensation reported · 2025
$280,833

Properties of the Villages, Inc.'s benefits plans covered 529 active participants in 2025, providing health · dental · vision · short-term disability · long-term disability · life · other. Insurance premiums totaled $8,079,911. Insurance brokers and agents were paid $280,833 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 3.5% of premiums. That is $531 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 20% from $352,354 in 2024.

Insurance contracts · 20254
BLUE CROSS BLUE SHIELD OF FLORIDA · health drug$8.1M · 529 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 196 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 275 covered
FIRST STOP HEALTH LLCpremiums n/a · 523 covered
Brokers & agents paid · 20253
THE BALDWIN GROUP SOUTHEAST LLC$275,485 · incl $2,115 fees
Also brokered by The Baldwin Group Southeast LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 593256843 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.