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Benefits brokerage · 2 offices

PF COMPASS LLC

PF COMPASS LLC is named as the broker of record on 8 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
8
Carriers
5

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.

CityStateContracts
BRIDGEWATERNJ5
NORTH PLAINFIELDNJ3

Book profile

PF COMPASS LLC brokers 8 insured contracts for 3 employers, across 2 states, led by NJ, NY.

Health is the largest line (2 contracts), followed by dental (2), life (2), disability (2).

NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK writes the most contracts in the book (3, about 38%); UNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF NEW JERSEY, INC., FIDELITY SECURITY LIFE INSURANCE COMPANY follow.

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

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 2 · dental 2 · life 2 · disability 2 · vision 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

EmployerLocationOfficeCarrierRenews
ALL AMERICAN FORD INC.HACKENSACK, NJBRIDGEWATER, NJUNITEDHEALTHCARE INSURANCE COMPANYMar 1FY2026
ROCKWELL ARCHITECTURE PLANNING & DESIGNNEW YORK, NYBRIDGEWATER, NJUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
SHAMROCK TECHNOLOGIES, INC.NEWARK, NJBRIDGEWATER, NJHARTFORD LIFE AND ACCIDENTJun 1FY2025
SHAMROCK TECHNOLOGIES, INC.NEWARK, NJBRIDGEWATER, NJDELTA DENTAL OF NEW JERSEY, INC.Jan 1FY2025
ROCKWELL ARCHITECTURE PLANNING & DESIGNNEW YORK, NYNORTH PLAINFIELD, NJNEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORKJan 1FY2025
Subscriber access
3

more contracts in PF COMPASS 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 2025–2026 on this page)