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Sponsor portfolio

COMPASS CONSTRUCTION MANAGEMENT, INC.

EIN 91-1914353-architecture & planning-Latest filing 2025
Plans
2
Retirement
1
$10.5M assets
Welfare
1
$92K premiums
Participants
291
11332 NE 122ND WAY SUITE 350 - KIRKLAND, WA 98034206-320-8741LinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filings
#001401k-$10.5M - 161 part#501Mixed-$92K - 172 lives

Benefits portfolio analytics

1 plan / $92K premiums / 172 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$65K
  • Life$63K
  • Long-term disability$63K
  • Dental$16K
  • Vision$11K
Total $92K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA68%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY17%
  • VISION SERVICE PLAN12%
  • FIRSTCHOICE3%
Total $92K4 slices

Broker market share

Schedule A broker compensation

Split broker
101%top
  • LOCKTON COMPANIES, LLC101%
  • PARKER SMITH & FEEK INC.-1%
Total $30K2 slices

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 CONSTRUCTION 401(K) PLAN

401k

Assets$10.5M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMPASS CONSTRUCTION EMPLOYEE WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$92K
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMPASS CONSTRUCTION 401(K) PLAN401k$10.5M1612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMPASS CONSTRUCTION EMPLOYEE WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$92K1722025
Retirement plans
Welfare plans
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