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Sponsor portfolioWelfare / HealthEIN 82-4087161

COMPASS COMMUNITY SCHOOLS

61 NORTH MCLEAN · MEMPHIS, TN 38104
9016187422
Plans filed
3
Years active
2023–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
222
No prior year
Total participants
189
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #504$1.6M
COMPASS COMMUNITY SCHOOLS HEALTH AND WELFARE PLAN
Fully insured222 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF TENNESSEE
Plan #502$1.4M
COMPASS COMMUNITY SCHOOLS HEALTH PLAN
Fully insured142 covered·1 carrier
Primary: HUMANA INSURANCE COMPANY
Plan #501$86K
COMPASS COMMUNITY SCHOOLS LIFE AND DISABILITY PLAN
Fully insured170 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.4M23.3%
Dental$1.4M23.3%
Vision$1.4M23.3%
Prescription drug$1.4M23.3%
Other$173K2.9%
Life$116K2.0%
Short-term disability$116K2.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 620427913
HRxDV
$1.4M88.9%11222
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
LSTDOth
$173K11.1%12191

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MATTHEW FONESBRENTWOOD, TNBLUE CROSS BLUE SHIELD OF TENNESSEE$81K$0$81K74.1%1
LOCKTON COMPANIES, LLCCHICAGO, ILUNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$26K$1K$27K24.4%1
VIRTUS LLCOVERLAND PARK, KSUNUM INSURANCE COMPANY$2K$95$2K1.5%1

History & trajectory

3 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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