Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$404K
- Vision$404K
- Life$404K
- Short-term disability$404K
- Long-term disability$404K
- Other$404K
Sponsor portfolio
KOMPASS KAPITAL MANAGEMENT LLC
EIN 46-5627934Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$18.4M assets
Welfare
1
$404K premiums
Participants
1,181
9800 METCALF AVE FL 5 - OVERLAND PARK, KS 662122216913-320-4040
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $404K premiums / 440 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KOMPASS KAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$18.4M
Participants699
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KOMPASS KAPITAL MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN
Mixed - GUARDIAN
Premiums$404K
Covered lives440
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KOMPASS KAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $18.4M | 699 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KOMPASS KAPITAL MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN | Mixed | GUARDIAN | $404K | 440 | 2024 |
Retirement plans
Welfare plans