Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$4.4M
- Health$4.3M
- Dental$4.3M
- Prescription drug$4.3M
- Life$76K
- Vision$36K
Sponsor portfolio
COMPASS HEALTH, INC.
EIN 77-0119862Latest filing 2025
Plans
2
Retirement
1
$23.2M assets
Welfare
1
$4.5M premiums
Participants
1,693
200 SOUTH 13TH STREET, SUITE 208 - GROVER BEACH, CA 93433805-474-7010
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.5M premiums / 757 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- BLUE CROSS OF CALIFORNIA97%
- UNITED OF OMAHA LIFE INSURANCE COMPANY2%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- ASSUREDPARTNERS100%
- LOCKTON COMPANIES, LLC0%
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 HEALTH, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$23.2M
Participants936
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COMPASS HEALTH, INC. WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$4.5M
Covered lives757
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COMPASS HEALTH, INC. 401(K) PROFIT SHARING PLAN | 401k | $23.2M | 936 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COMPASS HEALTH, INC. WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $4.5M | 757 | 2025 |
Retirement plans
Welfare plans