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Sponsor portfolioWelfare / HealthEIN 46-5627934

KOMPASS KAPITAL MANAGEMENT, LLC

9800 METCALF AVE., 5TH FLOOR · OVERLAND PARK, KS 66212
9139610222
Plans filed
1
Years active
2021–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$404K
No prior year
Persons covered
440
No prior year
Total participants
482
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$404K
KOMPASS KAPITAL MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN
Mixed440 covered·1 carrier
Primary: GUARDIAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$404K16.7%
Vision$404K16.7%
Life$404K16.7%
Short-term disability$404K16.7%
Long-term disability$404K16.7%
Other$404K16.7%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$404K100.0%11440

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCKANSAS CITY, MOGUARDIAN$43K$7K$50K100.0%1

History & trajectory

4 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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