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Benefits broker of record · NEWARK, OH

COMPASS RISK PARTNERS, LLC

COMPASS RISK PARTNERS, LLC of NEWARK, OH is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
4
Book size
under $10k
Office state
OH

Book profile

COMPASS RISK PARTNERS, LLC brokers 4 insured contracts for 2 employers, all in Indiana.

Life is the largest line (2 contracts), followed by dental (1), stop-loss (1).

MEDICAL BENEFITS MUTUAL LIFE INSURANCE CO. writes the most contracts in the book (3, about 75%); HCC LIFE INSURANCE COMPANY follow.

Renewals concentrate on July 1: 75% of the dated welfare contracts have policy years ending in June, so most of the book comes up for review at once.

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.

life 2 · dental 1 · stop-loss 1

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
SOUTHEASTERN INDIANA ECONOMIC OPPORTUNITY CORPORATIONAURORA, INHCC LIFE INSURANCE COMPANYJul 1FY2025
SOUTHEASTERN INDIANA ECONOMIC OPPORTUNITY CORPORATIONAURORA, INMEDICAL BENEFITS MUTUAL LIFE INSURANCE CO.Jul 1FY2025
SOUTHEASTERN INDIANA ECONOMIC OPPORTUNITY CORPORATIONAURORA, INMEDICAL BENEFITS MUTUAL LIFE INSURANCE CO.Jul 1FY2025
OMNI TECHOLOGIESGREENDALE, INMEDICAL BENEFITS MUTUAL LIFE INSURANCE CO.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 years 2024–2025 on this page)

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