Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Dental$1.0M
- Other$30K
- Life$29K
- Short-term disability$29K
- +2 more
Sponsor portfolio
COMPASS STRATEGY SOLUTIONS, LLC
EIN 81-2279658management consultingLatest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$1.2M premiums
Participants
279
14420 ALBEMARLE POINT PL, SUITE 226 - CHANTILLY, VA 20151703-788-6538compassstrategysolutions.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 127 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
- KAISER FOUNDATION HEALTH PLAN INC7%
- LIFE INSURANCE COMPANY OF NORTH AMERICA4%
- VISION SERVICE PLAN1%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
76%top
- WILLIS TOWERS WATSON US LLC76%
- USI INSURANCE SERVICES LLC15%
- RMS, LLC7%
- ASSUREDPARTNERS3%
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 STRATEGY SOLUTIONS 401(K) PLAN
401k
Assets$3.0M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COMPASS STRATEGY SOLUTIONS EMPLOYEE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$1.2M
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COMPASS STRATEGY SOLUTIONS 401(K) PLAN | 401k | $3.0M | 150 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COMPASS STRATEGY SOLUTIONS EMPLOYEE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $1.2M | 127 | 2025 |
Retirement plans
Welfare plans