2026-07-21T08:58:34+00:00 2025-12-31 440160260 Forvis Mazars LLP 1201 Walnut Street Suite 1700 Kansas City MO 641062246 990 2025-01-01 526048633 Compass Rose Benefits Group COMP 5714492358 11490 COMMERCE PARK DRIVE 220 RESTON VA 20191 KEVIN LANNING PRESIDENT/CEO 5714492358 2026-07-21 true Angela Leininger P01721142 8162216300 2026-07-21 2025 2025-03-06 01:10:19Z KEVIN LANNING 11490 COMMERCE PARK DRIVE 220 RESTON VA 20191 297530130 false X www.compassrosebenefits.com X 1948 DC PROVIDE HEALTH AND OTHER SPECIALTY PRODUCTS AND SERVICES TO THOSE ELIGIBLE FOR THE FEDERAL EMPLOYEES HEALTH BENEFITS (FEHB) PROGRAM. 9 9 31 0 0 0 0 228489228 284012031 2346320 3844528 0 0 230835548 287856559 56858 50000 240517215 288033922 5382895 5266762 0 0 11490538 12195619 257447506 305546303 -26611958 -17689744 109459676 159760531 78203851 123127587 31255825 36632944 PROVIDE HEALTH AND OTHER SPECIALTY PRODUCTS AND SERVICES TO UNITED STATES GOVERNMENT EMPLOYEES. false false COMPASS ROSE BENEFITS GROUP PROVIDES HEALTH INSURANCE TO ALL CIVILIAN EMPLOYEES AND RETIREES OF THE FEDERAL EMPLOYEES HEALTH BENEFIT (FEHB) PROGRAM EXCEPT FOR POSTAL EMPLOYEES AND RETIREES. 0 false false false false false false false false false false true false false false true false true false false false false false false false false false false true false true false false false false false false false false false false false false false false false true true false false false true 253 0 true 31 true false false false false false false false false X 9 9 false false false false true true false true true false false false true true true true true true true false false false X DHARTI DESAI 5714492358 11490 COMMERCE PARK DRIVE SUITE 220 RESTON VA 20191 ANN CROUCH DIRECTOR 1.0 0.0 X 9000 0 0 BARBARA BLUFER DIRECTOR 1.0 0.0 X 5000 0 0 GWEN GASKINS DIRECTOR / VICE CHAIR 1.0 0.0 X 7500 0 0 JOSEPH SCHAFER PHD DIRECTOR 1.0 0.0 X 5000 0 0 KEVIN SMITH DIRECTOR / CHAIR 1.0 0.0 X 10000 0 0 MIKE MICHAELS DIRECTOR 1.0 0.0 X 6500 0 0 SCOTT MINER DIRECTOR 1.0 0.0 X 5000 0 0 SHANTARIA RICHARDSON DIRECTOR 1.0 0.0 X 5000 0 0 TRACY GRIGGS DIRECTOR 1.0 0.0 X 5000 0 0 DHARTI DESAI Treasurer / Chief Financial Officer 40.0 1.0 X 238676 0 24941 JONI HUBER Vice President / Chief Operating Officer 40.0 0.0 X 254937 0 33404 KEVIN LANNING President / Chief Executive Officer 40.0 0.0 X 268414 0 36176 SHERRI HEBERT Secretary / Chief Administrative Officer 20.0 1.0 X 175500 0 0 PAUL GOVATOS CHIEF INFORMATION OFFICER 40.0 0.0 X 302963 0 25878 PETER CHAN DIRECTOR OF INFORMATION TECHNOLOGY 40.0 0.0 X 177087 0 30485 SAMANTHA COLEMAN Director of Quality and Clinical Oversight 40.0 0.0 X 181417 0 9551 WILLIAM SIMMONS Senior Financial Analyst 40.0 1.0 X 191183 0 28717 ZACHARY RAWN Director of Health Plan Administration 40.0 0.0 X 162717 0 29480 2010894 0 218632 21 false true false UMR 115 W WAUSAU AVE WAUSAU WI 54401 MEDICAL MGMT SERVICE 6190066 Optum RX (UMR) 11000 OPTUM CIR EDEN PRAIRIE MN 55344 PBM ADMIN FEES 831326 HUBBARD RADIO WASHINGTON DC PO BOX 645431 LOCKBOX 005431 CINCINNATI OH 45264 MARKETING 434183 FORVIS MAZARS 910 E ST LOUIS ST SPRINGFIELD MO 65806 AUDIT 298000 Switchbridge 377 North Tannery Road Westminster MD 21157 Custom Software Development 219301 9 0 INSURANCE PREMIUMS 525100 281686908 281686908 ADMINISTRATIVE SERVICE FEES 561000 2325123 2325123 0 0 0 0 284012031 3778688 3778688 0 0 9739411 9673403 168 66008 -168 65840 65840 0 0 0 0 0 0 287856559 284012031 0 3844528 50000 288033922 1090048 3238173 139748 387377 411416 122366 302571 185135 6633669 782260 204138 480451 143249 142227 25225 307144 459855 SERVICE ALLOWANCE 2213372 TAXES AND FEES 140630 SUBSCRIPTIONS 53327 0 305546303 0 0 36264806 72708757 0 0 32115310 42642417 0 0 0 0 0 0 0 0 294833 294042 4391549 2059004 2419137 2332545 37847084 41142486 377922 344160 0 140584 296124 109459676 159760531 2151940 3404820 0 0 0 0 0 0 0 0 0 0 0 0 0 0 76051911 119722767 78203851 123127587 X 31255825 36632944 0 0 0 0 0 0 0 0 31255825 36632944 109459676 159760531 X -17689744 3361690 19705173 X false true true false 0 0 3167315 1154142 2013173 7999 7999 0 145018 123129 21889 1071217 773734 297483 2332545 Federal Income Taxes SPECIAL RESERVE - OPM 56631304 HEALTH CLAIMS 52916400 CLAIMS RESERVES 10175063 PREMIUMS PAYABLE 119722767 310923590 3361690 19705173 23066863 287856727 -168 -168 287856559 305546471 168 168 305546303 0 0 305546303 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 CONTINGENCY RESERVE REVENUE - 87095098 CHANGE IN SPECIAL REVENUE - -34410671 RETURN OF EXCESS RESERVES - -32979254 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements LOSS ON DISPOSAL OF ASSET RECLASSED - -168 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 LOSS ON DISPOSAL OF ASSET RECLASSED - 168 true UNITEDHEALTHCARE CHILDREN'S FOUNDATION MN017-W400 9700 HEALTHCARE LANE MINNEAPOLIS MN 55343 522177891 501(C)(3) 40000 GENERAL SUPPORT FEDERAL EMPLOYEE EDUCATION AND ASSISTANCE FUND 1641 PRINCE STREET ALEXANDRIA VA 22314 521465583 501(C)(3) 10000 GENERAL SUPPORT 2 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE ORGANIZATION'S GRANT FUNDS ARE ONLY SENT TO 501(C)(3) TAX-EXEMPT ORGANIZATIONS THAT THE ORGANIZATION'S MANAGEMENT IS FAMILIAR WITH AND HAS A RELATIONSHIP WITH. X X X false false false DHARTI DESAI Treasurer / Chief Financial Officer 218676 0 20000 0 0 0 9568 0 15373 0 263617 0 0 0 JONI HUBER Vice President / Chief Operating Officer 233437 0 21500 0 0 0 10262 0 23142 0 288341 0 0 0 KEVIN LANNING President / Chief Executive Officer 245664 0 22500 0 250 0 10878 0 25298 0 304590 0 0 0 SHERRI HEBERT Secretary / Chief Administrative Officer 165450 0 10000 0 50 0 0 0 0 0 175500 0 0 0 WILLIAM SIMMONS Senior Financial Analyst 177758 0 13250 0 175 0 0 0 28717 0 219900 0 0 0 PAUL GOVATOS CHIEF INFORMATION OFFICER 282963 0 20000 0 0 0 12119 0 13759 0 328841 0 0 0 PETER CHAN DIRECTOR OF INFORMATION TECHNOLOGY 168962 0 7125 0 1000 0 0 0 30485 0 207572 0 0 0 SAMANTHA COLEMAN Director of Quality and Clinical Oversight 171917 0 9500 0 0 0 7257 0 2294 0 190968 0 0 0 ZACHARY RAWN Director of Health Plan Administration 152717 0 9500 0 500 0 6554 0 22926 0 192197 0 0 0 Form 990, Part VI, Line 15a AND 15B - PROCESS TO ESTABLISH COMPENSATION ANNUALLY THE COMPENSATION OF THE PRESIDENT IS VOTED UPON AND APPROVED BY A COMPENSATION COMMITTEE MADE UP OF BOARD MEMBERS. THE COMPENSATION COMMITTEE USES THE FORM 990 OF OTHER ORGANIZATIONS OF SIMILAR TYPE AND SIZE. OTHER EMPLOYEE COMPENSATION IS SET BY SENIOR MANAGEMENT (PRESIDENT, VICE PRESIDENT, TREASURER). Form 990, Part VI, Line 6 Classes of members or stockholders MEMBERS OF INSURANCE PROGRAMS OFFERED BY COMPASS ROSE BENEFITS GROUP. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE MEMBERS ELECT THE BOARD OF DIRECTORS FROM PERSONS NOMINATED BY THE MEMBERS. THE NEW DIRECTOR'S FIRST MEETING IS THE ANNUAL MEETING IN JANUARY. Form 990, Part VI, Line 11b Review of form 990 by governing body AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE FORM 990 IS THEN REVIEWED BY SENIOR MANAGEMENT. ANY QUESTIONS AND CONCERNS THE ORGANIZATION'S SENIOR MANAGEMENT HAVE ARE ADDRESSED. THE 990 IS THEN PROVIDED TO THE MEMBERS OF THE AUDIT AND FINANCE COMMITTEE. AFTER THEIR REVIEW AND APPROVAL, THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS PROVIDED TO THE FULL BOARD. THE AUDIT AND FINANCE COMMITTEE WILL MAKE A MOTION TO THE FULL BOARD TO APPROVE THE FORM 990 FOR SUBMISSION. Form 990, Part VI, Line 12c Conflict of interest policy A COMMITTEE WITHIN THE BOARD OF DIRECTORS HAS BEEN ESTABLISHED TO OVERSEE AND ADDRESS CONFLICTS OF INTEREST (COI). ANNUALLY, BOARD MEMBERS AND KEY COMPASS ROSE EMPLOYEES SIGN AN ACKNOWLEDGEMENT THAT THEY HAVE RECEIVED, READ, AND WILL ADHERE TO COMPASS ROSE'S COI POLICY. THE VICE PRESIDENT, IN CONSULTATION WITH EXECUTIVE TEAM, WILL ADDRESS CONFLICTS OF INTEREST. A. BEFORE THE VICE PRESIDENT TAKES ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, THE VICE PRESIDENT SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. B. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE VICE PRESIDENT'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. C. THE PERSON HAVING A CONFLICT OF INTEREST SHALL NOT BE PRESENT IN THE MEETING ROOM, WHICH SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. D. IN THE EVENT IT IS NOT ENTIRELY CLEAR THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT SHALL DISCLOSE THE CIRCUMSTANCES TO THE VICE PRESIDENT, WHO SHALL DETERMINE WHETHER THERE EXISTS A CONFLICT OF INTEREST THAT IS SUBJECT TO THIS POLICY Form 990, Part VI, Line 19 Required documents available to the public OTHER THAN FORM 990, ALL OTHER GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE ONLY MADE AVAILABLE TO THE PUBLIC UPON U.S. GOVERNMENT SECURITY APPROVAL. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CONTINGENCY RESERVE RECEIPTS - 87095098; CHANGE IN SPECIAL RESERVE - -34410671; RETURN OF EXCESS RESERVES - -32979254; Total - 19705173; UNITED STATES GOVERNMENT 1900 E STREET NW WASHINGTON DC 20415 GOVERNMENT DC 501(c)(1) NA false COMPASS ROSE CHARITIES 11490 COMMERCE PARK DRIVE RESTON VA 20191 273674047 GRANTMAKING DC 501(c)(3) 7 CR BENEFITS true false false false false false false false false false false false true false false false false false false true