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Sponsor portfolioTH

COMMUNITY PROVIDERS OF ADOLESCENT SERVICES, INC. D/B/A COMPASS

EIN 04-2539383-Educational Services-Latest filing 2025
Plans
3
Retirement
2
$12.6M assets
Welfare
1
$1.9M premiums
Participants
637
294 BOWDOIN STREET - DORCHESTER, MA 02122857-220-2333
Plans on this EIN
3 filings
#001403b-$9.6M - 245 part#002ProfitSharing-$3.1M - 218 part#501Fully Insured-$1.9M - 538 lives

Retirement portfolio analytics

2 plans aggregated / $12.6M assets / 463 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • DEFERRED ANNUITY PLAN (#001)76%
  • COMPASS RETIREMENT PLAN (#002)24%
Total $12.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY PLAN (#001)245
  • COMPASS RETIREMENT PLAN (#002)218
Total 463Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 538 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Vision$1.8M
  • Prescription drug$1.8M
  • Life$45K
  • Short-term disability$45K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • HARTFORD LIFE AND ACCIDENT2%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • MARSH & MCLENNAN AGENCY LLC95%
  • INDIGO INSURANCE SERVICES5%
Total $67K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COMPASS TAX DEFERRED ANNUITY PLAN

403b

Assets$9.6M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COMPASS RETIREMENT PLAN

ProfitSharing

Assets$3.1M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMUNITY PROVIDERS OF ADOLESCENT SERVICES, INC. DBA COMPASS WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$1.9M
Covered lives538
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COMPASS TAX DEFERRED ANNUITY PLAN403b$9.6M2452025
002COMPASS RETIREMENT PLANProfitSharing$3.1M2182025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMUNITY PROVIDERS OF ADOLESCENT SERVICES, INC. DBA COMPASS WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.9M5382025
Retirement plans
Welfare plans
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