Benefits broker of record
COMPASS CONSULTING GROUP LLC
COMPASS CONSULTING GROUP LLC is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
One of 3 offices of COMPASS CONSULTING GROUP LLC.
Book profile
COMPASS CONSULTING GROUP LLC brokers 4 insured contracts for 2 employers, across 2 states, led by CO, NC.
Health is the largest line (4 contracts), followed by dental (1), vision (1).
AETNA LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 25%); BLUE CROSS BLUE SHIELD OF FLORIDA, HEALTH OPTIONS, KAISER FOUNDATION HEALTH PLAN OF COLORADO follow.
Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 4 · dental 1 · vision 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| HR OUTSOURCING ASSOCIATES, LLC | CHARLOTTE, NC | BLUE CROSS BLUE SHIELD OF FLORIDA | Jan 1FY2024 |
| HR OUTSOURCING ASSOCIATES, LLC | CHARLOTTE, NC | HEALTH OPTIONS | Jan 1FY2024 |
| OBSIDIAN HR, INC. | DENVER, CO | AETNA LIFE INSURANCE COMPANY | Jan 1FY2024 |
| OBSIDIAN HR, INC. | DENVER, CO | KAISER FOUNDATION HEALTH PLAN OF COLORADO | Jan 1FY2024 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2024 on this page)
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