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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 DownloadAbbey Delray (12/31/2013)
Abbey Delray (12/31/2021) pdf 258 KB DownloadAbbey Delray (12/31/2021)
Abbey Delray South (12/31/2021) pdf 257 KB DownloadAbbey Delray South (12/31/2021)
Abbey Delray South (2/23/2015) pdf 196 KB DownloadAbbey Delray South (2/23/2015)
Alliance Community (6/30/2012) pdf 234 KB DownloadAlliance Community (6/30/2012)
ARC Villages (12/31/2013) pdf 156 KB DownloadARC Villages (12/31/2013)
Azalea Trace (12/31/2012) pdf 109 KB DownloadAzalea Trace (12/31/2012)
Azalea Trace (12/31/2021) pdf 238 KB DownloadAzalea Trace (12/31/2021)
Bay Village Of Sarasota (12/31/2013) pdf 128 KB DownloadBay Village Of Sarasota (12/31/2013)
Bay Village of Sarasota, Inc. (12/31/2022) pdf 247 KB DownloadBay Village of Sarasota, Inc. (12/31/2022)
Bishop Gray Inns Davenport (12/31/2007) pdf 32 KB DownloadBishop Gray Inns Davenport (12/31/2007)
BLC Cypress Village (06/30/2012) pdf 236 KB DownloadBLC Cypress Village (06/30/2012)
Bonita Springs (06/30/2014) pdf 65 KB DownloadBonita Springs (06/30/2014)
Buena Vida Estates (12/31/2013) pdf 259 KB DownloadBuena Vida Estates (12/31/2013)
Buena Vida Estates (12/31/2022) pdf 198 KB DownloadBuena Vida Estates (12/31/2022)
Canterbury Tower (12/31/2021) pdf 240 KB DownloadCanterbury Tower (12/31/2021)
Canterbury Towers (12/31/2012) pdf 128 KB DownloadCanterbury Towers (12/31/2012)
Covenant Living of Florida (1/31/2017) pdf 382 KB DownloadCovenant Living of Florida (1/31/2017)
Covenant Village of Florida (01/31/2013) pdf 67 KB DownloadCovenant Village of Florida (01/31/2013)
Cypress Cove At Health Park FL (09/30/2012) pdf 137 KB DownloadCypress Cove At Health Park FL (09/30/2012)
Cypress Cove at HealthPark Florida, Inc. (12/31/2019) pdf 264 KB DownloadCypress Cove at HealthPark Florida, Inc. (12/31/2019)
Cypress Village, LLC (12/31/2020) pdf 134 KB DownloadCypress Village, LLC (12/31/2020)
Devonshire at PGA National (03/31/2014) pdf 138 KB DownloadDevonshire at PGA National (03/31/2014)
Devonshire at PGA National, LLC (12/31/2021) pdf 276 KB DownloadDevonshire at PGA National, LLC (12/31/2021)
East Ridge at Cutler Bay (12/31/2021) pdf 270 KB DownloadEast Ridge at Cutler Bay (12/31/2021)
East Ridge Retirement Village (12/31/2012) pdf 82 KB DownloadEast Ridge Retirement Village (12/31/2012)
Edgewater at Boca Pointe (12/31/2021) pdf 235 KB DownloadEdgewater at Boca Pointe (12/31/2021)
Edgewater Pointe Estates (12/31/2013) pdf 233 KB DownloadEdgewater Pointe Estates (12/31/2013)
Estates at Carpenters (12/31/2012) pdf 127 KB DownloadEstates at Carpenters (12/31/2012)
Evangelical Lutheran Good Samaritan Society (9/30/2017) pdf 109 KB DownloadEvangelical Lutheran Good Samaritan Society (9/30/2017)
Fleet Landing (12/31/2013) pdf 144 KB DownloadFleet Landing (12/31/2013)
Fleet Landing (12/31/2022) pdf 260 KB DownloadFleet Landing (12/31/2022)
Florida Presbyterian Homes (12/31/2011) pdf 158 KB DownloadFlorida Presbyterian Homes (12/31/2011)
Florida Presbyterian Homes, Inc. (12/31/2018) pdf 215 KB DownloadFlorida Presbyterian Homes, Inc. (12/31/2018)
Florida Presbyterian Homes, Inc. (12-31-2022) pdf 268 KB DownloadFlorida Presbyterian Homes, Inc. (12-31-2022)
Forester Haven (12/31/2011) pdf 54 KB DownloadForester Haven (12/31/2011)
Fountains Lake Pointe Woods (12/31/2014) pdf 413 KB DownloadFountains Lake Pointe Woods (12/31/2014)
Freedom Plaza (12/31/2013) pdf 64 KB DownloadFreedom Plaza (12/31/2013)
Freedom Plaza (12/31/2020) pdf 129 KB DownloadFreedom Plaza (12/31/2020)
Freedom Pointe at the Villages, LLC (12/31/2020) pdf 142 KB DownloadFreedom Pointe at the Villages, LLC (12/31/2020)
Freedom Square (12/31/2013) pdf 182 KB DownloadFreedom Square (12/31/2013)
Freedom Square, LLC (12/31/2020) pdf 132 KB DownloadFreedom Square, LLC (12/31/2020)
Freedom Village (12/31/2020) pdf 160 KB DownloadFreedom Village (12/31/2020)
Freedom Village Bradenton (12/31/2013) pdf 302 KB DownloadFreedom Village Bradenton (12/31/2013)
Glenmoorat St Johns (06/30/2014) pdf 255 KB DownloadGlenmoorat St Johns (06/30/2014)
Glenridgeon Palmer Ranch (12/31/2011) pdf 244 KB DownloadGlenridgeon Palmer Ranch (12/31/2011)
Glenview Pelican Bay (12/31/2012) pdf 234 KB DownloadGlenview Pelican Bay (12/31/2012)
Good Samaritan Society (12/31/2013) pdf 113 KB DownloadGood Samaritan Society (12/31/2013)
Gulf Coast Village (12/31/2013) pdf 422 KB DownloadGulf Coast Village (12/31/2013)
Gulf Coast Village (6/30/2022) pdf 274 KB DownloadGulf Coast Village (6/30/2022)
Harbour’s Edge (12/31/2021) pdf 268 KB DownloadHarbour’s Edge (12/31/2021)
Harbours Edge (12/31/2012) pdf 212 KB DownloadHarbours Edge (12/31/2012)
Indian River Estates (12/31/2013) pdf 39 KB DownloadIndian River Estates (12/31/2013)
Indian River Estates (12/31/2021) pdf 223 KB DownloadIndian River Estates (12/31/2021)
John Knox Village Central FL (12/31/2012) pdf 156 KB DownloadJohn Knox Village Central FL (12/31/2012)
John Knox Village of Central Florida (12/31/2021) pdf 251 KB DownloadJohn Knox Village of Central Florida (12/31/2021)
John Knox Village of Florida, Inc. (6/30/2019) pdf 281 KB DownloadJohn Knox Village of Florida, Inc. (6/30/2019)
John Knox Village of Pompano Beach (12/31/2011) pdf 310 KB DownloadJohn Knox Village of Pompano Beach (12/31/2011)
John Knox Village of Tampa Bay (12/31/2016) pdf 1740 KB DownloadJohn Knox Village of Tampa Bay (12/31/2016)
John Knox Village of Tampa Bay (12/31/2013) pdf 177 KB DownloadJohn Knox Village of Tampa Bay (12/31/2013)
La Posada (06/30/2014) pdf 231 KB DownloadLa Posada (06/30/2014)
La Posada (12/31/2022) pdf 271 KB DownloadLa Posada (12/31/2022)
Lake Port Square (12/31/2012) pdf 68 KB DownloadLake Port Square (12/31/2012)
Lake Port Square, LLC (12/31/2020) pdf 139 KB DownloadLake Port Square, LLC (12/31/2020)
Lake Seminole Square (12-31-2022) pdf 259 KB DownloadLake Seminole Square (12-31-2022)
Lake Seminole Square, LLC (12/31/2017) pdf 154 KB DownloadLake Seminole Square, LLC (12/31/2017)
Lakehouse West (12/31/2012) pdf 218 KB DownloadLakehouse West (12/31/2012)
Lakehouse West (12/31/2021) pdf 233 KB DownloadLakehouse West (12/31/2021)
Lakeview Terrace (12/31/2012) pdf 185 KB DownloadLakeview Terrace (12/31/2012)
Lakeview Terrace (12/31/2020) pdf 268 KB DownloadLakeview Terrace (12/31/2020)
Masonic Home of FL (03/31/2013) pdf 165 KB DownloadMasonic Home of FL (03/31/2013)
Masonic Home of Florida Report on Examination (3/31/2022) pdf 272 KB DownloadMasonic Home of Florida Report on Examination (3/31/2022)
Mayflower Retirement Center (06/30/2012) pdf 276 KB DownloadMayflower Retirement Center (06/30/2012)
Mayflower Retirement Center, Inc (12/31/2022) pdf 247 KB DownloadMayflower Retirement Center, Inc (12/31/2022)
Mayflower Retirement Center, Inc. (3/31/2019) pdf 199 KB DownloadMayflower Retirement Center, Inc. (3/31/2019)
Mease Life, Inc. (12/31/2020) pdf 288 KB DownloadMease Life, Inc. (12/31/2020)
Mease Manor (12/31/2012) pdf 177 KB DownloadMease Manor (12/31/2012)
Meridian Park (12/31/2012) pdf 54 KB DownloadMeridian Park (12/31/2012)
Moorings Park (12/31/2012) pdf 40 KB DownloadMoorings Park (12/31/2012)
Oak Hammock (12/31/2011) pdf 230 KB DownloadOak Hammock (12/31/2011)
Oak Hammock at the University of Florida, Inc. (12/31/2016) pdf 264 KB DownloadOak Hammock at the University of Florida, Inc. (12/31/2016)
Orlando Lutheran Towers (12/31/2012) pdf 209 KB DownloadOrlando Lutheran Towers (12/31/2012)
Orlando Lutheran Towers, Inc. (12/31/2020) pdf 134 KB DownloadOrlando Lutheran Towers, Inc. (12/31/2020)
Park of The Palms (12/31/2013) pdf 63 KB DownloadPark of The Palms (12/31/2013)
Penney Retirement Community, Inc (6/30/2022) pdf 258 KB DownloadPenney Retirement Community, Inc (6/30/2022)
Penney Retirement Community, Inc. (12/31/2018) pdf 214 KB DownloadPenney Retirement Community, Inc. (12/31/2018)
Penny Retirement Community (06/30/2012) pdf 102 KB DownloadPenny Retirement Community (06/30/2012)
Plymouth Harbor (12/31/2012) pdf 59 KB DownloadPlymouth Harbor (12/31/2012)
Plymouth Harbor (12/31/2020) pdf 131 KB DownloadPlymouth Harbor (12/31/2020)
Regency Oaks (12/31/2013) pdf 238 KB DownloadRegency Oaks (12/31/2013)
Regency Oaks, LLC (12/31/2020) pdf 240 KB DownloadRegency Oaks, LLC (12/31/2020)
Sandhill Cove Properties (12/31/2014) pdf 40 KB DownloadSandhill Cove Properties (12/31/2014)
Shell Point Retirement Community (6-30-2022) pdf 264 KB DownloadShell Point Retirement Community (6-30-2022)
Shell Point Village (06/30/2011) pdf 159 KB DownloadShell Point Village (06/30/2011)
South Port Square (12/31/2013) pdf 216 KB DownloadSouth Port Square (12/31/2013)
South Port Square LLC (12/31/2020) pdf 287 KB DownloadSouth Port Square LLC (12/31/2020)
St Andrews Estates (12/31/2013) pdf 259 KB DownloadSt Andrews Estates (12/31/2013)
St Mark Village (12/31/2012) pdf 193 KB DownloadSt Mark Village (12/31/2012)
St Mark Village (12/31/2016) pdf 478 KB DownloadSt Mark Village (12/31/2016)
St. Andrews Estates (12/31/2021) pdf 232 KB DownloadSt. Andrews Estates (12/31/2021)
The Alliance Community for Retirement Living, Inc. (12/31/2019) pdf 152 KB DownloadThe Alliance Community for Retirement Living, Inc. (12/31/2019)
The Christian and Missionary Alliance Foundation, Inc (6/30/2018) pdf 148 KB DownloadThe Christian and Missionary Alliance Foundation, Inc (6/30/2018)
The Estates at Carpenters (12/31/2020) pdf 225 KB DownloadThe Estates at Carpenters (12/31/2020)
The Glenridge on Palmer Ranch, Inc (12-31-2022) pdf 282 KB DownloadThe Glenridge on Palmer Ranch, Inc (12-31-2022)
The Glenridge on Palmer Ranch, Inc. (6/30/2018) pdf 191 KB DownloadThe Glenridge on Palmer Ranch, Inc. (6/30/2018)
The Glenview at Pelican Bay (12/31/2021) pdf 256 KB DownloadThe Glenview at Pelican Bay (12/31/2021)
The Moorings, Incorporated (12/31/2021) pdf 228 KB DownloadThe Moorings, Incorporated (12/31/2021)
The Terraces at Bonita Springs (12/31/2021) pdf 337 KB DownloadThe Terraces at Bonita Springs (12/31/2021)
The Waterford (12/31/2013) pdf 39 KB DownloadThe Waterford (12/31/2013)
The Waterford (12/31/2021) pdf 259 KB DownloadThe Waterford (12/31/2021)
Toby and Leon Cooperman Sinai Residences of Boca Raton (6/30/2019) pdf 302 KB DownloadToby and Leon Cooperman Sinai Residences of Boca Raton (6/30/2019)
University Village (12/31/2012) pdf 129 KB DownloadUniversity Village (12/31/2012)
Vi At Aventura (12/31/2012) pdf 160 KB DownloadVi At Aventura (12/31/2012)
Vi at Aventura (12/31/2020) pdf 274 KB DownloadVi at Aventura (12/31/2020)
Vi at Bentley Village (6/30/2018) pdf 140 KB DownloadVi at Bentley Village (6/30/2018)
Vi at Lakeside Village (12/31/2022) pdf 262 KB DownloadVi at Lakeside Village (12/31/2022)
Vi at Lakeside Village (6/30/2019) pdf 229 KB DownloadVi at Lakeside Village (6/30/2019)
VIat Bentley Village (12/31/2011) pdf 205 KB DownloadVIat Bentley Village (12/31/2011)
Vicars Landing (12/31/2013) pdf 199 KB DownloadVicars Landing (12/31/2013)
Vicars Landing (12/31/2022) pdf 265 KB DownloadVicars Landing (12/31/2022)
Village On The Green (12/31/2014) pdf 218 KB DownloadVillage On The Green (12/31/2014)
Village on the Green (12/31/2021) pdf 257 KB DownloadVillage on the Green (12/31/2021)
Village On The Isle (12/31/2012) pdf 57 KB DownloadVillage On The Isle (12/31/2012)
Village on the Isle (12/31/2020) pdf 274 KB DownloadVillage on the Isle (12/31/2020)
Waterside Retirement Estates (12/31/2012) pdf 54 KB DownloadWaterside Retirement Estates (12/31/2012)
Westminster Communites Bradenton (08/20/2013) pdf 226 KB DownloadWestminster Communites Bradenton (08/20/2013)
Westminster Communities of Bradenton (6/30/2019) pdf 266 KB DownloadWestminster Communities of Bradenton (6/30/2019)
Westminster Oaks (08/20/2013) pdf 184 KB DownloadWestminster Oaks (08/20/2013)
Westminster Oaks (6/30/2019) pdf 254 KB DownloadWestminster Oaks (6/30/2019)
Westminster Palms (08/20/2013) pdf 210 KB DownloadWestminster Palms (08/20/2013)
Westminster Palms (6/30/2019) pdf 277 KB DownloadWestminster Palms (6/30/2019)
Westminster Shores (08/20/2013) pdf 206 KB DownloadWestminster Shores (08/20/2013)
Westminster Shores, Inc. (6/30/2019) pdf 273 KB DownloadWestminster Shores, Inc. (6/30/2019)
Westminster St. Augustine (3/31/2022) pdf 268 KB DownloadWestminster St. Augustine (3/31/2022)
Westminster St. Augustine (6/30/2019) pdf 248 KB DownloadWestminster St. Augustine (6/30/2019)
Westminster Suncoast (08/20/2013) pdf 162 KB DownloadWestminster Suncoast (08/20/2013)
Westminster Suncoast (6/30/2019) pdf 269 KB DownloadWestminster Suncoast (6/30/2019)
Westminster Towers (08/20/2013) pdf 215 KB DownloadWestminster Towers (08/20/2013)
Westminster Towers (6/30/2019) pdf 263 KB DownloadWestminster Towers (6/30/2019)
Westminster Winter Park (6/30/2019) pdf 172 KB DownloadWestminster Winter Park (6/30/2019)
Westminster Woods Julington Creek (08/20/2013) pdf 165 KB DownloadWestminster Woods Julington Creek (08/20/2013)
Westminster Woods on Julington Creek (6/30/2019) pdf 268 KB DownloadWestminster Woods on Julington Creek (6/30/2019)
Winter Park Towers (08/20/2013) pdf 229 KB DownloadWinter Park Towers (08/20/2013)