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Sponsor portfolio

COMPASS FAMILY SERVICES

EIN 94-1156622-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$9.4M assets
Welfare
1
$2.0M premiums
Participants
686
37 GROVE STREET - SAN FRANCISCO, CA 94102415-644-0504compass-sf.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filings
#002403b-$5.0M - 314 part#001MoneyPurchase-$4.4M - 173 part#501Mixed-$2.0M - 285 lives

Retirement portfolio analytics

2 plans aggregated / $9.4M assets / 487 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • FAMILY SERVICES 403(B) (#002)53%
  • SERVICES RETIREMENT PLAN (#001)47%
Total $9.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • NEWPORT GROUP, INC.100%
Total $9.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FAMILY SERVICES 403(B) (#002)314
  • SERVICES RETIREMENT PLAN (#001)173
Total 487Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 285 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Long-term disability$23K
  • Vision$18K
  • Life$11K
  • Other$11K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • KAISER FOUNDATION HEALTH PLAN INC97%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • ACRISURE LLC69%
  • FILICE INSURANCE AGENCY31%
Total $86K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COMPASS FAMILY SERVICES 403(B) PLAN

403b

Assets$5.0M
Participants314
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

COMPASS FAMILY SERVICES RETIREMENT PLAN

MoneyPurchase

Assets$4.4M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMPASS FAMILY SERVICES EMPLOYEES WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.0M
Covered lives285
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COMPASS FAMILY SERVICES 403(B) PLAN403b$5.0M3142024
001COMPASS FAMILY SERVICES RETIREMENT PLANMoneyPurchase$4.4M1732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMPASS FAMILY SERVICES EMPLOYEES WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$2.0M2852025
Retirement plans
Welfare plans
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