Benefits broker of record · BRIDGEWATER, NJ
PF COMPASS LLC
PF COMPASS LLC of BRIDGEWATER, NJ is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of PF COMPASS LLC.
5 contracts on file name PF COMPASS 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
PF COMPASS LLC brokers 5 insured contracts for 3 employers, across 2 states, led by NJ, NY.
Health is the largest line (2 contracts), followed by dental (2), vision (1), life (1).
UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (2, about 40%); DELTA DENTAL OF NEW JERSEY, INC., FIDELITY SECURITY LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT follow.
Renewals concentrate on January 1: 60% 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 2 · dental 2 · vision 1 · life 1 · disability 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 |
|---|---|---|---|
| ALL AMERICAN FORD INC. | HACKENSACK, NJ | UNITEDHEALTHCARE INSURANCE COMPANY | Mar 1FY2026 |
| ROCKWELL ARCHITECTURE PLANNING & DESIGN | NEW YORK, NY | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| SHAMROCK TECHNOLOGIES, INC. | NEWARK, NJ | HARTFORD LIFE AND ACCIDENT | Jun 1FY2025 |
| SHAMROCK TECHNOLOGIES, INC. | NEWARK, NJ | DELTA DENTAL OF NEW JERSEY, INC. | Jan 1FY2025 |
| SHAMROCK TECHNOLOGIES, INC. | NEWARK, NJ | FIDELITY SECURITY LIFE INSURANCE COMPANY | Jan 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2025–2026 on this page)
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