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Form 5500 · Employee benefit plan · OVERLAND PARK, KS

KOMPASS KAPITAL MANAGEMENT, LLC

KOMPASS KAPITAL MANAGEMENT, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through GUARDIAN. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-5627934 · plan 501 · as of Jul 2026

Participants
451
Carriers on file
1
Disclosed commissions
$43,286
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
GUARDIANDental, Vision, Life, Disability440December$43,286

Questions

Who is KOMPASS KAPITAL MANAGEMENT, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, KOMPASS KAPITAL MANAGEMENT, LLC's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does KOMPASS KAPITAL MANAGEMENT, LLC use?

KOMPASS KAPITAL MANAGEMENT, LLC's benefit plan is written through GUARDIAN.

When does KOMPASS KAPITAL MANAGEMENT, LLC's group plan renew?

The most recent Schedule A policy period for KOMPASS KAPITAL MANAGEMENT, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from KOMPASS KAPITAL MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.