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Sponsor portfolio

COMPASS SENIOR LIVING LLC

EIN 46-3523493-management consulting-Latest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$5.9M premiums
Participants
4,053
2300 OAKMONT WAY, SUITE 201 - EUGENE, OR 97401541-636-3460compass-living.comLinkedIn1001-5000 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$6.4M - 2,171 part#501Fully Insured-$5.9M - 1,882 lives

Benefits portfolio analytics

1 plan / $5.9M premiums / 1,882 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.9M
  • Health$5.8M
  • Dental$5.8M
  • Life$5.8M
  • Short-term disability$5.8M
  • Long-term disability$5.8M
  • +2 more
Total $5.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • UNITEDHEALTHCARE INSURANCE COMPANY99%
  • VISION SERVICE PLAN1%
Total $5.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $79K1 slice

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 SENIOR LIVING LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$6.4M
Participants2,171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMPASS SENIOR LIVING EMPLOYEE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.9M
Covered lives1,882
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMPASS SENIOR LIVING LLC 401(K) PROFIT SHARING PLAN & TRUST401k$6.4M2,1712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMPASS SENIOR LIVING EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.9M1,8822025
Retirement plans
Welfare plans
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