Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
COMPASS, INC.
EIN 52-2112412Health Care and Social AssistanceLatest filing 2025
Plans
5
Retirement
2
$12.2M assets
Welfare
3
$1.7M premiums
Participants
1,211
Retirement portfolio analytics
2 plans aggregated / $12.2M assets / 632 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $1.7M premiums / 847 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$1.8M
- Vision$1.8M
- Prescription drug$1.8M
- Life$240K
- Short-term disability$240K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
99%top
- SILBERSTEIN INSURANCE GROUP99%
- GCG FINANCIAL LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMPASS, INC.
401k
Assets$11.3M
Participants629
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TAX DEFERRED ANNUITY PLAN OF COMPASS, INC.
401k
Assets$914K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512
COMPASS, INC. HEALTH PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.
Premiums$1.3M
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
COMPASS, INC. GROUP LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS GROUP SHORT TERM DISABILITY BENEFITS GROUP TERM LIFE BENEFITS PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$280K
Covered lives381
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513
COMPASS, INC. DENTAL PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$115K
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMPASS, INC. | 401k | $11.3M | 629 | 2025 | |
| 002 | TAX DEFERRED ANNUITY PLAN OF COMPASS, INC. | 401k | $914K | 3 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 512 | COMPASS, INC. HEALTH PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | $1.3M | 207 | 2025 | |
| 511 | COMPASS, INC. GROUP LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS GROUP SHORT TERM DISABILITY BENEFITS GROUP TERM LIFE BENEFITS PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $280K | 381 | 2025 | |
| 513 | COMPASS, INC. DENTAL PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $115K | 259 | 2025 |
Retirement plans
Welfare plans