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Benefits broker of record · STRATHAM, NH

COMPASS RETIREMENT CONSULTING GROUP

COMPASS RETIREMENT CONSULTING GROUP of STRATHAM, NH is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
10
Book size
$10k–100k
States
NH

Book profile

COMPASS RETIREMENT CONSULTING GROUP brokers 10 insured contracts for 7 employers covering 1,179 people, across 5 states, led by NH, CA, MA.

JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 20%); PRINCIPAL LIFE INSURANCE COMPANY, JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)(JOHN HANCOCK USA), TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY follow.

Renewals concentrate in December — 70% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Renewals by month
  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
ODYSSEY MANAGEMENT SERVICES, INC.HANOVER, NHPRINCIPAL LIFE INSURANCE COMPANYDecember
SILVER FERN PRACTICE, LLC D/B/A HIGHBARPROVIDENCE, RIJOHN HANCOCK LIFE INSURANCE COMPANYDecember
CHILDRENS PRIMARY CARE MEDICAL GROUP, INC.SAN DIEGO, CAJOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)(JOHN HANCOCK USA)December
PRATTVILLE MACHINE AND TOOL COMPANY, INC.PEABODY, MAPRINCIPAL LIFE INSURANCE COMPANYDecember
MAINE OXY-ACETYLENE SUPPLY CO.AUBURN, METRANSAMERICA LIFE INSURANCE COMPANYDecember
Subscriber access
2

more plans in COMPASS RETIREMENT CONSULTING GROUP's book

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A