form5500lookup

Benefits broker of record · JACKSONVILLE, FL

COMPASS CONSULTING GROUP LLC

COMPASS CONSULTING GROUP LLC of JACKSONVILLE, FL is named as the broker of record on 44 insurance contracts in public Form 5500 Schedule A filings.

One of 3 offices of COMPASS CONSULTING GROUP LLC.

Contracts brokered
44
Book size
$1M+
Office state
FL

44 contracts on file name COMPASS CONSULTING GROUP LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

COMPASS CONSULTING GROUP LLC brokers 44 insured contracts for 10 employers, across 5 states, led by FL, NY, PA.

Health is the largest line (23 contracts), followed by dental (11), life (8), vision (6).

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (10, about 23%); AETNA LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, TRANSAMERICA LIFE INSURANCE COMPANY follow.

Renewals are spread through the year; April 1 renewals (policy year ends March) are the largest group, at 32% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 23 · dental 11 · life 8 · vision 6 · disability 6

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
PAYCHEX BUSINESS SOLUTIONS LLCST PETERSBURG, FLBLUE CROSS BLUE SHIELD OF FLORIDAJan 1FY2024
PAYCHEX BUSINESS SOLUTIONS LLCST PETERSBURG, FLHEALTH OPTIONSJan 1FY2024
PAYCHEX BUSINESS SOLUTIONS LLCST PETERSBURG, FLMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2024
GENESIS HR SOLUTIONSBURLINGTON, MABLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.Jan 1FY2023
OASIS OUTSOURCING HOLDINGS, INC.WEST PALM BEACH, FLAETNA LIFE INSURANCE COMPANYOct 1FY2025
Subscriber access
7

more employers in COMPASS CONSULTING GROUP LLC's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Subscribe — from $39/moAlready subscribed? Sign in

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both

Add to Claude Set up ChatGPT