PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. COMPASS FAMILY AND COMMUNITY SERVICES
Sponsor portfolio

COMPASS FAMILY AND COMMUNITY SERVICES

EIN 34-0714662-mental health care-Latest filing 2025
Plans
2
Retirement
1
$3.2M assets
Welfare
1
$76K premiums
Participants
193
1960 E. COUNTY LINE ROAD, BUILDING 5 - MINERAL RIDGE, OH 44440330-531-7462compassfamily.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filings
#004401k-$3.2M - 193 part#505Mixed-$76K - 120 lives

Benefits portfolio analytics

1 plan / $76K premiums / 120 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$54K
  • Life$52K
  • Short-term disability$52K
  • Long-term disability$52K
  • Dental$22K
  • Vision$22K
Total $76K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY68%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY29%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $76K3 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • BROWN & BROWN INSURANCE SERVICES60%
  • ASSUREDPARTNERS39%
  • STATEGIC NON-MEDICAL SOLUTIONS1%
Total $12K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

COMPASS FAMILY AND COMMUNITY SERVICES 401(K) PLAN

401k

Assets$3.2M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

COMPASS FAMILY AND COMMUNITY SERVICES WELFARE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$76K
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004COMPASS FAMILY AND COMMUNITY SERVICES 401(K) PLAN401k$3.2M1932025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505COMPASS FAMILY AND COMMUNITY SERVICES WELFARE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$76K1202025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica