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Benefits Intelligence/Broker Directory/Ohio

Compass Risk Partners, LLC

Newark, OH

Compass Risk Partners, LLC of Newark, OH is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $15,843 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$15,843
plan year 2024
Reported fees
$252

Quick answer

Compass Risk Partners, LLC (Newark, OH) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Compass Risk Partners, LLC have?
Compass Risk Partners, LLC is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Compass Risk Partners, LLC's largest employer clients?
By plan participants, the largest include Mary Rutan Health Association (507 participants), Omni Techologies (48 participants) and Southeastern Indiana Economic Opportunity Corporation (21 participants).
How much does Compass Risk Partners, LLC earn in commissions?
Insurers reported $15,843 in broker commissions and $252 in fees paid to Compass Risk Partners, LLC for plan year 2024, per Schedule A Part 1.
Where is Compass Risk Partners, LLC located?
Compass Risk Partners, LLC is based in Newark, OH and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Compass Risk Partners, LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Mary Rutan Health AssociationOH5072024-12-31
Omni TechologiesIN482024-12-31
Southeastern Indiana Economic Opportunity CorporationIN212025-06-30

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.