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Continuing Care Retirement Communities


Overview

This page contains up-to-date information for forms, filing instructions, guidance, and communications from OIR regarding Continuing Care Retirement Communities (CCRC). 

Contact Information

  • For general inquiries or questions, please email CCRCTeam@floir.com or call 850-413-3153.

  • To report an alleged violation of Chapter 651, Florida Statutes, contact the Florida Department of Financial Services, Division of Consumer Services, at 1-877-693-5236 (in-state only) or 850-413-3089 or contact OIR at CCRCTeam@floir.com or 850-413-3153.

Filings

OIR may require supplement filings in addition to regularly required filings. Please submit all supplemental filings via the OIR Regulatory Electronic Filing System.

Please submit contracts and addendums for approval pursuant to s. 651.055, F.S., via the OIR Insurance Regulation Filing System.

Applications

OIR provides resources to providers wishing to obtain a Certificate of Authority for a CCRC. Please submit applications via the OIR iApply system. To complete an applications, all required information must be included in the filing.


Application Type

Application Documents
Continuing Care Provider - Provisional Certificate of Authority
Continuing Care Provider - Certificate of Authority
Continuing Care Provider - Consolidated Application for Provisional Certificate of Authority and Certificate of Authority

Continuing Care Provider - Simultaneous Acquisition of a Continuing Care Facility and Issuance of a Certificate of Authority

This application is used when a person seeks to acquire and become the provider for a facility. The provider currently possessing a Certificate of Authority for the facility will not be the provider for the facility after the transaction.

 

Application for Acquisition of a Specialty Insurer

This application is used when a person seeks to assume the role of general partner of a provider or to otherwise assume ownership or possession of, or control over, 10 percent or more of a provider, a controlling company of the provider, or a provider’s assets, based on the balance sheet from the most recent financial audit report filed with the Office. The provider currently possessing a Certificate of Authority for the facility will be the provider for the facility after the transaction.

Continuing Care Provider - Expansion of a Certificated Continuing Care Facility

 


OIR Reports and Guidance

  • Informational Memorandum OIR-20-03: Understanding recommended COVID-19 prevention and treatment measures may disrupt normal business operations, OIR issued Informational Memorandum OIR-20-03M directing all insurers and entities regulated by OIR to review and update their Business Continuity Plans and/or Continuity of Operation Plans immediately. The plans must provide a framework for the continuation of company operations, including key insurance functions such as policy issuance, premium collection, claims adjustment and payment and policyholder service. The continuity plans should also account for DOH and CDC guidance surrounding COVID-19, including executive orders issued at the state and national level.

  • Informational Memorandum OIR-20-04M: Among other considerations, this Informational Memorandum provided guidance to regulated entities, including CCRCs, regarding electronic communications, teleworking, and utilizing electronic signatures. In addition, OIR granted a 30-day extension for any annual statements due to be filed with OIR by a regulated entity on or before May 1, 2020, including CCRCs.

CCRC Examination Reports

Please note, each CCRC is required to file an Annual Statement each year on May 1. On a triennial basis, examinations are conducted subsequent to the review of these filings. Provided below is the most recent Report of Examination issued by OIR for each licensed CCRC.

Title Type Size
Abbey Delray (12/31/2013) pdf 223 KB Download
Abbey Delray (12/31/2021) pdf 258 KB Download
Abbey Delray South (12/31/2021) pdf 257 KB Download
Abbey Delray South (2/23/2015) pdf 196 KB Download
Alliance Community (6/30/2012) pdf 234 KB Download
ARC Villages (12/31/2013) pdf 156 KB Download
Azalea Trace (12/31/2012) pdf 109 KB Download
Azalea Trace (12/31/2021) pdf 238 KB Download
Bay Village Of Sarasota (12/31/2013) pdf 128 KB Download
Bay Village of Sarasota, Inc. (12/31/2022) pdf 247 KB Download
Bishop Gray Inns Davenport (12/31/2007) pdf 32 KB Download
BLC Cypress Village (06/30/2012) pdf 236 KB Download
Bonita Springs (06/30/2014) pdf 65 KB Download
Buena Vida Estates (12/31/2013) pdf 259 KB Download
Buena Vida Estates (12/31/2022) pdf 198 KB Download
Canterbury Tower (12/31/2021) pdf 240 KB Download
Canterbury Towers (12/31/2012) pdf 128 KB Download
Concordia of Florida, Inc. (6/30/2022) pdf 271 KB Download
Covenant Living of Florida (1/31/2017) pdf 382 KB Download
Covenant Village of Florida (01/31/2013) pdf 67 KB Download
Cypress Cove At Health Park FL (09/30/2012) pdf 137 KB Download
Cypress Cove at HealthPark Florida, Inc. (12/31/2019) pdf 264 KB Download
Cypress Village, LLC (12/31/2020) pdf 134 KB Download
Devonshire at PGA National (03/31/2014) pdf 138 KB Download
Devonshire at PGA National, LLC (12/31/2021) pdf 276 KB Download
East Ridge at Cutler Bay (12/31/2021) pdf 270 KB Download
East Ridge Retirement Village (12/31/2012) pdf 82 KB Download
Edgewater at Boca Pointe (12/31/2021) pdf 235 KB Download
Edgewater Pointe Estates (12/31/2013) pdf 233 KB Download
Estates at Carpenters (12/31/2012) pdf 127 KB Download
Evangelical Lutheran Good Samaritan Society (9/30/2017) pdf 109 KB Download
Federation CCRC Operations Corp. (08/31/2022) pdf 268 KB Download
Fleet Landing (12/31/2013) pdf 144 KB Download
Fleet Landing (12/31/2022) pdf 260 KB Download
Florida Presbyterian Homes (12/31/2011) pdf 158 KB Download
Florida Presbyterian Homes, Inc. (12/31/2018) pdf 215 KB Download
Florida Presbyterian Homes, Inc. (12-31-2022) pdf 268 KB Download
Forester Haven (12/31/2011) pdf 54 KB Download
Fountains Lake Pointe Woods (12/31/2014) pdf 413 KB Download
Freedom Plaza (12/31/2013) pdf 64 KB Download
Freedom Plaza (12/31/2020) pdf 129 KB Download
Freedom Plaza (12/31/23) pdf 263 KB Download
Freedom Pointe at the Villages, LLC (12/31/2020) pdf 142 KB Download
Freedom Square (12/31/2013) pdf 182 KB Download
Freedom Square, LLC (12/31/2020) pdf 132 KB Download
Freedom Village (12/31/2020) pdf 160 KB Download
Freedom Village Bradenton (12/31/2013) pdf 302 KB Download
Glenmoorat St Johns (06/30/2014) pdf 255 KB Download
Glenridgeon Palmer Ranch (12/31/2011) pdf 244 KB Download
Glenview Pelican Bay (12/31/2012) pdf 234 KB Download
Good Samaritan Society (12/31/2013) pdf 113 KB Download
Gulf Coast Village (12/31/2013) pdf 422 KB Download
Gulf Coast Village (6/30/2022) pdf 274 KB Download
Harbour’s Edge (12/31/2021) pdf 268 KB Download
Harbours Edge (12/31/2012) pdf 212 KB Download
Indian River Estates (12/31/2013) pdf 39 KB Download
Indian River Estates (12/31/2021) pdf 223 KB Download
John Knox Village Central FL (12/31/2012) pdf 156 KB Download
John Knox Village of Central Florida (12/31/2021) pdf 251 KB Download
John Knox Village of Florida, Inc. (6/30/2019) pdf 281 KB Download
John Knox Village of Pompano Beach (12/31/2011) pdf 310 KB Download
John Knox Village of Tampa Bay (12/31/2016) pdf 1740 KB Download
John Knox Village of Tampa Bay (12/31/2013) pdf 177 KB Download
La Posada (06/30/2014) pdf 231 KB Download
La Posada (12/31/2022) pdf 271 KB Download
Lake Port Square (12/31/2012) pdf 68 KB Download
Lake Port Square, LLC (12/31/2020) pdf 139 KB Download
Lake Seminole Square (12-31-2022) pdf 259 KB Download
Lake Seminole Square, LLC (12/31/2017) pdf 154 KB Download
Lakehouse West (12/31/2012) pdf 218 KB Download
Lakehouse West (12/31/2021) pdf 233 KB Download
Lakeview Terrace (12/31/2012) pdf 185 KB Download
Lakeview Terrace (12/31/2020) pdf 268 KB Download
Legacy Point at UCF (12/31/2022) pdf 268 KB Download
Masonic Home of FL (03/31/2013) pdf 165 KB Download
Masonic Home of Florida Report on Examination (3/31/2022) pdf 272 KB Download
Mayflower Retirement Center (06/30/2012) pdf 276 KB Download
Mayflower Retirement Center, Inc (12/31/2022) pdf 247 KB Download
Mayflower Retirement Center, Inc. (3/31/2019) pdf 199 KB Download
Mease Life, Inc. (12/31/2020) pdf 288 KB Download
Mease Manor (12/31/2012) pdf 177 KB Download
Meridian Park (12/31/2012) pdf 54 KB Download
Moorings Park (12/31/2012) pdf 40 KB Download
Oak Hammock (12/31/2011) pdf 230 KB Download
Oak Hammock at the University of Florida, Inc. (12/31/2016) pdf 264 KB Download
Oak Hammock at the University of Florida, Inc. (12/31/2022) pdf 309 KB Download
Orlando Lutheran Towers (12/31/2012) pdf 209 KB Download
Orlando Lutheran Towers, Inc. (12/31/2020) pdf 134 KB Download
Palm Shores Retirement Community Inc. (3/31/23) pdf 197 KB Download
Park of The Palms (12/31/2013) pdf 63 KB Download
Penney Retirement Community, Inc (6/30/2022) pdf 258 KB Download
Penney Retirement Community, Inc. (12/31/2018) pdf 214 KB Download
Penny Retirement Community (06/30/2012) pdf 102 KB Download
Plymouth Harbor (12/31/2012) pdf 59 KB Download
Plymouth Harbor (12/31/2020) pdf 131 KB Download
Regency Oaks (12/31/2013) pdf 238 KB Download
Regency Oaks, LLC (12/31/2020) pdf 240 KB Download
Sandhill Cove Properties (12/31/2014) pdf 40 KB Download
Sandhill Cove Retirement Community (12/31/2022) pdf 259 KB Download
Shell Point Retirement Community (6-30-2022) pdf 264 KB Download
Shell Point Village (06/30/2011) pdf 159 KB Download
South Port Square (12/31/2013) pdf 216 KB Download
South Port Square LLC (12/31/2020) pdf 287 KB Download
St Andrews Estates (12/31/2013) pdf 259 KB Download
St Mark Village (12/31/2012) pdf 193 KB Download
St Mark Village (12/31/2016) pdf 478 KB Download
St. Andrews Estates (12/31/2021) pdf 232 KB Download
St. Mark Village, Inc. (12/31/2022) pdf 290 KB Download
Suncoast Manor Retirement Community, Inc. (3/31/2023) pdf 270 KB Download
The Alliance Community for Retirement Living, Inc. (12/31/2019) pdf 152 KB Download
The Christian and Missionary Alliance Foundation, Inc (6/30/2018) pdf 148 KB Download
The Estates at Carpenters (12/31/2020) pdf 225 KB Download
The Glenridge on Palmer Ranch, Inc (12-31-2022) pdf 282 KB Download
The Glenridge on Palmer Ranch, Inc. (6/30/2018) pdf 191 KB Download
The Glenview at Pelican Bay (12/31/2021) pdf 256 KB Download
The Moorings, Incorporated (12/31/2021) pdf 228 KB Download
The Terraces at Bonita Springs (12/31/2021) pdf 337 KB Download
The Waterford (12/31/2013) pdf 39 KB Download
The Waterford (12/31/2021) pdf 259 KB Download
Toby and Leon Cooperman Sinai Residences of Boca Raton (6/30/2019) pdf 302 KB Download
University Village (12/31/2012) pdf 129 KB Download
Vi At Aventura (12/31/2012) pdf 160 KB Download
Vi at Aventura (12/31/2020) pdf 274 KB Download
Vi at Bentley Village (12/31/2022) pdf 266 KB Download
Vi at Bentley Village (6/30/2018) pdf 140 KB Download
Vi at Lakeside Village (12/31/2022) pdf 262 KB Download
Vi at Lakeside Village (6/30/2019) pdf 229 KB Download
VIat Bentley Village (12/31/2011) pdf 205 KB Download
Vicars Landing (12/31/2013) pdf 199 KB Download
Vicars Landing (12/31/2022) pdf 265 KB Download
Village On The Green (12/31/2014) pdf 218 KB Download
Village on the Green (12/31/2021) pdf 257 KB Download
Village On The Isle (12/31/2012) pdf 57 KB Download
Village on the Isle (12/31/2020) pdf 274 KB Download
Waterside Retirement Estates (12/31/2012) pdf 54 KB Download
Westminster Bradenton (3/31/23) pdf 265 KB Download
Westminster Communites Bradenton (08/20/2013) pdf 226 KB Download
Westminster Communities of Bradenton (6/30/2019) pdf 266 KB Download
Westminster Oaks (08/20/2013) pdf 184 KB Download
Westminster Oaks (6/30/2019) pdf 254 KB Download
Westminster Palms (08/20/2013) pdf 210 KB Download
Westminster Palms (6/30/2019) pdf 277 KB Download
Westminster Shores (08/20/2013) pdf 206 KB Download
Westminster Shores (3/31/23) pdf 269 KB Download
Westminster Shores, Inc. (6/30/2019) pdf 273 KB Download
Westminster St. Augustine (3/31/2022) pdf 268 KB Download
Westminster St. Augustine (6/30/2019) pdf 248 KB Download
Westminster Suncoast (08/20/2013) pdf 162 KB Download
Westminster Suncoast (6/30/2019) pdf 269 KB Download
Westminster Towers (08/20/2013) pdf 215 KB Download
Westminster Towers (6/30/2019) pdf 263 KB Download
Westminster Winter Park (6/30/2019) pdf 172 KB Download
Westminster Woods Julington Creek (08/20/2013) pdf 165 KB Download
Westminster Woods on Julington Creek (6/30/2019) pdf 268 KB Download
Winter Park Towers (08/20/2013) pdf 229 KB Download