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Sponsor portfolioWelfare / HealthEIN 45-3643984

COMPASS CHARTER SCHOOLS

850 HAMPSHIRE ROAD, SUITE R · THOUSAND OAKS, CA 91361
8058078182
Plans filed
1
Years active
2020–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
365
No prior year
Total participants
213
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.5M
COMPASS CHARTER SCHOOLS GROUP BENEFIT PLAN
Fully insured365 covered·5 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$873K44.3%
Prescription drug$429K21.8%
Other$412K20.9%
Dental$149K7.5%
Long-term disability$53K2.7%
Life$36K1.8%
Vision$18K0.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HD
$593K39.4%12365
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$429K28.5%1174
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$376K25.0%12116
ANTHEM LIFE INSURANCE COMPANY
EIN 350980405
VLLTDOth
$107K7.1%13282

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
VARIOUS - SEE ATTACHEDCOLUMBIA, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$69K$6K$75K62.4%1
MARSH & MCLENNAN AGENCY LLCTORRANCE, CAANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA, KAISER FOUNDATION HEALTH PLAN INC., ANTHEM LIFE INSURANCE COMPANY$36K$913$37K30.6%1
BROWN & BROWN INSURANCE SERVICESORANGE, CAANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA, KAISER FOUNDATION HEALTH PLAN INC., ANTHEM LIFE INSURANCE COMPANY$4K$4K$7K5.9%1
ASSUREDPARTNERSLOUISVILLE, KYANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA$0$1K$1K1.1%1

History & trajectory

6 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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