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