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Sponsor portfolio

FULL COMPASS SYSTEMS, LTD.

EIN 39-1279698-retail-Latest filing 2025
Plans
2
Retirement
1
$19.0M assets
Welfare
1
$1.9M premiums
Participants
462
9770 SILICON PRAIRIE PKWY - MADISON, WI 53593608-831-7330fullcompass.comLinkedIn201-500 employeesretail
Plans on this EIN
2 filings
#001401k-$19.0M - 279 part#508Mixed-$1.9M - 267 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Other$88K
  • Life$67K
  • Short-term disability$26K
  • Long-term disability$26K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION92%
  • STANDARD INSURANCE COMPANY7%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • M3 INSURANCE SOLUTIONS INC54%
  • HAUSMANN GROUP INC44%
  • C2 CENTRIC LLC2%
Total $54K3 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

FULL COMPASS SYSTEMS, LTD. 401(K) PLAN

401k

Assets$19.0M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

FULL COMPASS SYSTEMS, LTD WRAP PLAN

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$1.9M
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FULL COMPASS SYSTEMS, LTD. 401(K) PLAN401k$19.0M2792025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508FULL COMPASS SYSTEMS, LTD WRAP PLANMixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$1.9M2672025
Retirement plans
Welfare plans
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