Form 5500 · Employee benefit plan · EVERETT, WA
COMPASS HEALTH
The filing calls this plan COMPASS HEALTH WELFARE BENEFITS PLAN.
COMPASS HEALTH of EVERETT, WA spreads its employee benefits across 6 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is WORLD INSURANCE ASSOCIATES LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-1180810 · plan 501 · plan year 2025, filed Jun 5, 2026
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1,162 other employer plans in Washington have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 6 insured contracts covering health, dental, vision, life and disability; the largest, with KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC., covers 645 people.
Reported premium across the insured contracts is $8,994,199, with $204,504 in disclosed broker commissions — about 2.3% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in May. The plan is on a split renewal cycle.
WORLD INSURANCE ASSOCIATES LLC is the broker of record on 4 of the 6 contracts; the rest name a different broker or none.
6 carriers appear on the filing, including KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC., DELTA DENTAL OF WASHINGTON, UNUM LIFE INSURANCE COMPANY OF AMERICA and VISION SERVICE PLAN. KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | Health | 645 | Jan 1, 2026 | $8,104,221 | $141,720 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 578 | Jan 1, 2026 | $332,995 | $38,798 |
| DELTA DENTAL OF WASHINGTON | Dental | 754 | Jan 1, 2026 | $471,530 | $21,415 |
| VISION SERVICE PLAN | Vision | 580 | Jan 1, 2026 | $63,193 | $2,571 |
| CURALINC LLC | — | 2,300 | Jun 1, 2025 | $12,650 | $0 |
| FIRSTCHOICE | — | 560 | Jan 1, 2026 | $9,610 | $0 |
Premium and claims on this contract
DELTA DENTAL OF WASHINGTON, contract 9206. For the contract year on this filing, the carrier reported $471,530 in premium earned and $344,308 in claims incurred. Dividing one by the other gives 73%.
- DELTA DENTAL OF WASHINGTON, contract 9206 reported $82,046 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
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Renewal calendar
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