Plan Ledger DOL Form 5500 · updated monthly

Compass Health, Inc.benefits

Compass Health, Inc. Welfare Benefits Plan · GROVER BEACH, CA · plan year 2025

Broker compensation reported · 2025
$197,310

Compass Health, Inc.'s benefits plans covered 757 active participants in 2025, providing health · life · dental · vision · death benefits · other. Insurance brokers and agents were paid $197,310 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $261 per covered person, above the median for employer plans that report broker pay. Broker pay fell 8.4% from $215,441 in 2024.

Insurance contracts · 20253
BLUE CROSS OF CALIFORNIA · health drug dentalpremiums n/a · 556 covered
VISION SERVICE PLAN · visionpremiums n/a · 313 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 757 covered
Brokers & agents paid · 20252
MORRIS & GARRITANO INSURANCE$197,309 · incl $5,348 fees
Also brokered by Morris & Garritano Insurance1

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 770119862 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.