# COMPASS CHARTER SCHOOLS GROUP BENEFIT PLAN

Health and welfare plan sponsored by **COMPASS CHARTER SCHOOLS**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | COMPASS CHARTER SCHOOLS |
| EIN | 453643984 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | THOUSAND OAKS, CA |
| Industry | education management |
| Funding | fully insured |
| Total premiums | $1.5M |
| Participants | 213 |
| Persons covered | 365 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| ANTHEM LIFE INSURANCE COMPANY | Health, HMO, Dental, LTD, Life, Other, Vision |
| KAISER PERMANENTE | Health, Rx, HMO |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other |

## Brokers

| Broker | Placed with |
|---|---|
| MARSH & MCLENNAN AGENCY LLC | BLUE CROSS OF CALIFORNIA |
| MARSH & MCLENNAN AGENCY LLC | KAISER FOUNDATION HEALTH PLAN INC. |
| BROWN & BROWN INSURANCE SERVICES | KAISER FOUNDATION HEALTH PLAN INC. |
| AFLAC - SEE ATTACHMENT | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| BROWN & BROWN INSURANCE SERVICES | BLUE CROSS OF CALIFORNIA |
| ASSUREDPARTNERS | BLUE CROSS OF CALIFORNIA |
| MARSH & MCLENNAN AGENCY LLC | ANTHEM LIFE INSURANCE COMPANY |
| BROWN & BROWN INSURANCE SERVICES | ANTHEM LIFE INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY |
| BROWN & BROWN INSURANCE SERVICES | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY |
| ASSUREDPARTNERS | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/453643984-501
- Cite as: PlanOptica, https://planoptica.com/welfare/453643984-501
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