Plan Ledger DOL Form 5500 · updated monthly

Watermark Retirement Communities, LLCbenefits

Watermark Retirement Communities Health and Welfare Plan · TUCSON, AZ · plan year 2025

Broker compensation reported · 2025
$107,130

Watermark Retirement Communities, LLC's benefits plans covered 2,608 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $107,130 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $41 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 45% from $196,403 in 2024.

Insurance contracts · 20257
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 571 covered
UNITEDHEALTHCARE INSURANCE COMPANY · life std ltdpremiums n/a · 3,233 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 228 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 54 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 116 covered
UNITEDHEALTHCARE INSURANCE COMPANY · visionpremiums n/a · 443 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 1,427 covered
Brokers & agents paid · 20254
WILLIS TOWERS WATSON NORTHEAST INC$56,595 · incl $4,900 fees
Individual agent · names withheld$48

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 860587483 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.