PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. COMPASS HEALTH, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 77-0119862

COMPASS HEALTH, INC.

200 SOUTH 13TH STREET, SUITE 208 · GROVER BEACH, CA 93433
8054747010
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$4.5M
No prior year
Persons covered
757
No prior year
Total participants
757
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.5M
COMPASS HEALTH, INC. WELFARE BENEFITS PLAN
Fully insured757 covered·3 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$4.4M25.2%
Health$4.3M24.7%
Dental$4.3M24.7%
Prescription drug$4.3M24.7%
Life$76K0.4%
Vision$36K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HRxDOth
$4.3M97.5%11556
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LOth
$76K1.7%11757
VISION SERVICE PLAN
EIN 941632821
V
$36K0.8%11313

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSSAN LUIS OBISPO, CAVISION SERVICE PLAN, UNITED OF OMAHA LIFE INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA$192K$5K$197K100.0%1
LOCKTON COMPANIES, LLCSAN FRANCISCO, CABLUE CROSS OF CALIFORNIA$1$0$10.0%1

History & trajectory

11 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica