Benefits brokerage · 3 offices
COMPASS CONSULTING GROUP LLC
COMPASS CONSULTING GROUP LLC is named as the broker of record on 51 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| JACKSONVILLE | FL | 44 |
| No city on file | — | 4 |
| ATLANTA | GA | 3 |
Book profile
COMPASS CONSULTING GROUP LLC brokers 51 insured contracts for 14 employers, across 9 states, led by FL, NY, PA.
Health is the largest line (28 contracts), followed by dental (14), life (8), vision (7).
METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (10, about 20%); AETNA LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF FLORIDA, HEALTH OPTIONS follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 37% of the dated welfare contracts.
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 28 · dental 14 · life 8 · vision 7 · disability 6
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 | Office | Carrier | Renews |
|---|---|---|---|---|
| PAYCHEX BUSINESS SOLUTIONS LLC | ST PETERSBURG, FL | JACKSONVILLE, FL | BLUE CROSS BLUE SHIELD OF FLORIDA | Jan 1FY2024 |
| PAYCHEX BUSINESS SOLUTIONS LLC | ST PETERSBURG, FL | JACKSONVILLE, FL | HEALTH OPTIONS | Jan 1FY2024 |
| HR OUTSOURCING ASSOCIATES, LLC | CHARLOTTE, NC | No city on file | BLUE CROSS BLUE SHIELD OF FLORIDA | Jan 1FY2024 |
| PAYCHEX BUSINESS SOLUTIONS LLC | ST PETERSBURG, FL | JACKSONVILLE, FL | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2024 |
| GENESIS HR SOLUTIONS | BURLINGTON, MA | JACKSONVILLE, FL | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Jan 1FY2023 |
more employers in COMPASS CONSULTING GROUP LLC's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2024 on this page)