Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$98K
- Other$96K
- Vision$94K
- Life$94K
- Short-term disability$94K
Sponsor portfolioTH
COMPASS MORTGAGE, INC.
EIN 36-4322204Latest filing 2025
Plans
2
Retirement
1
$16.7M assets
Welfare
1
$2.0M premiums
Participants
288
27755 DIEHL RD STE 100 - WARRENVILLE, IL 605554033630-393-9362
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 213 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
- DEARBORN LIFE INSURANCE COMPANY5%
- COMPSYCH0%
Broker market share
Schedule A broker compensation
95%top
- STUMM INSURANCE LLC95%
- CENTRO BENEFITS RESEARCH LLC5%
- N/A0%
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 MORTGAGE, INC. 401(K) PLAN
401k
Assets$16.7M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COMPASS MORTGAGE, INC. WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS
Premiums$2.0M
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COMPASS MORTGAGE, INC. 401(K) PLAN | 401k | $16.7M | 175 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COMPASS MORTGAGE, INC. WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ILLINOIS | $2.0M | 213 | 2025 |
Retirement plans
Welfare plans