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Nonprofiteer
← COMPASS ROSE BENEFITS GROUP

Form 990 for tax year 2025

Filed by COMPASS ROSE BENEFITS GROUP.

Totals

Total revenue
$287,856,559
Total expenses
$305,546,303
Contributions and grants received
$0
Grants paid
$50,000
Program service revenue
$284,012,031
Investment income
$3,844,528
Other revenue
$0
Total assets, end of year
$159,760,531
Total liabilities, end of year
$123,127,587
Net assets or fund balances, end of year
$36,632,944
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$0

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: INSURANCE PREMIUMS

    total $281,686,908 · related or exempt $281,686,908

  • 2b · Program service revenue: ADMINISTRATIVE SERVICE FEES

    total $2,325,123 · related or exempt $2,325,123

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $3,778,688 · excluded $3,778,688

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $9,739,411

  • 7b · Less cost or other basis and sales expenses

    securities $9,673,403 · other assets $168

  • 7c · Gain or loss

    securities $66,008 · other assets -$168

  • 7d · Net gain or loss

    total $65,840 · excluded $65,840

  • 8c · Net income from fundraising events

    total $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $50,000

  • 4 · Benefits paid to or for members

    total $288,033,922

  • 5 · Compensation of officers, directors and key employees

    total $1,090,048

  • 7 · Other salaries and wages

    total $3,238,173

  • 8 · Pension plan contributions

    total $139,748

  • 9 · Other employee benefits

    total $387,377

  • 10 · Payroll taxes

    total $411,416

  • 11b · Fees: legal

    total $122,366

  • 11c · Fees: accounting

    total $302,571

  • 11f · Fees: investment management

    total $185,135

  • 11g · Fees: other

    total $6,633,669

  • 12 · Advertising and promotion

    total $782,260

  • 13 · Office expenses

    total $204,138

  • 14 · Information technology

    total $480,451

  • 16 · Occupancy

    total $143,249

  • 17 · Travel

    total $142,227

  • 19 · Conferences, conventions and meetings

    total $25,225

  • 22 · Depreciation, depletion and amortization

    total $307,144

  • 23 · Insurance

    total $459,855

  • 24a · Other expenses: SERVICE ALLOWANCE

    total $2,213,372

  • 24b · Other expenses: TAXES AND FEES

    total $140,630

  • 24c · Other expenses: SUBSCRIPTIONS

    total $53,327

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $36,264,806 · end of year $72,708,757

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $32,115,310 · end of year $42,642,417

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $294,833 · end of year $294,042

  • 10a · Land, buildings and equipment: cost or other basis

    $4,391,549

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,059,004

  • 10c · Land, buildings and equipment, net

    beginning of year $2,419,137 · end of year $2,332,545

  • 11 · Investments: publicly traded securities

    beginning of year $37,847,084 · end of year $41,142,486

  • 12 · Investments: other securities

    beginning of year $377,922 · end of year $344,160

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $140,584 · end of year $296,124

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,151,940 · end of year $3,404,820

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $76,051,911 · end of year $119,722,767

  • 27 · Net assets without donor restrictions

    beginning of year $31,255,825 · end of year $36,632,944

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2025

Mission

PROVIDE HEALTH AND OTHER SPECIALTY PRODUCTS AND SERVICES TO UNITED STATES GOVERNMENT EMPLOYEES.

Activities or mission (Part I)

PROVIDE HEALTH AND OTHER SPECIALTY PRODUCTS AND SERVICES TO THOSE ELIGIBLE FOR THE FEDERAL EMPLOYEES HEALTH BENEFITS (FEHB) PROGRAM.

  • 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.

As filed on the 2025 return.

Listed in Part VII

  • ANN CROUCH

    DIRECTOR

    Total calculated
    $9,000
    From this org
    $9,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • BARBARA BLUFER

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • GWEN GASKINS

    DIRECTOR / VICE CHAIR

    Total calculated
    $7,500
    From this org
    $7,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JOSEPH SCHAFER PHD

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • KEVIN SMITH

    DIRECTOR / CHAIR

    Total calculated
    $10,000
    From this org
    $10,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • MIKE MICHAELS

    DIRECTOR

    Total calculated
    $6,500
    From this org
    $6,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • SCOTT MINER

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • SHANTARIA RICHARDSON

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • TRACY GRIGGS

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • DHARTI DESAI

    Treasurer / Chief Financial Officer

    Total calculated
    $263,617
    From this org
    $238,676
    From related orgs
    $0
    Other
    $24,941
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $218,676
    Bonus
    $20,000
    Other
    $0
    Deferred
    $9,568
    Nontaxable benefits
    $15,373
    Filer's total
    $263,617

  • JONI HUBER

    Vice President / Chief Operating Officer

    Total calculated
    $288,341
    From this org
    $254,937
    From related orgs
    $0
    Other
    $33,404
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,437
    Bonus
    $21,500
    Other
    $0
    Deferred
    $10,262
    Nontaxable benefits
    $23,142
    Filer's total
    $288,341

  • KEVIN LANNING

    President / Chief Executive Officer

    Total calculated
    $304,590
    From this org
    $268,414
    From related orgs
    $0
    Other
    $36,176
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,664
    Bonus
    $22,500
    Other
    $250
    Deferred
    $10,878
    Nontaxable benefits
    $25,298
    Filer's total
    $304,590

  • SHERRI HEBERT

    Secretary / Chief Administrative Officer

    Total calculated
    $175,500
    From this org
    $175,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    20 + 1 related

    Schedule J breakdown matched by us

    Base
    $165,450
    Bonus
    $10,000
    Other
    $50
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $175,500

  • PAUL GOVATOS

    CHIEF INFORMATION OFFICER

    Total calculated
    $328,841
    From this org
    $302,963
    From related orgs
    $0
    Other
    $25,878
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $282,963
    Bonus
    $20,000
    Other
    $0
    Deferred
    $12,119
    Nontaxable benefits
    $13,759
    Filer's total
    $328,841

  • PETER CHAN

    DIRECTOR OF INFORMATION TECHNOLOGY

    Total calculated
    $207,572
    From this org
    $177,087
    From related orgs
    $0
    Other
    $30,485
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,962
    Bonus
    $7,125
    Other
    $1,000
    Deferred
    $0
    Nontaxable benefits
    $30,485
    Filer's total
    $207,572

  • SAMANTHA COLEMAN

    Director of Quality and Clinical Oversight

    Total calculated
    $190,968
    From this org
    $181,417
    From related orgs
    $0
    Other
    $9,551
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,917
    Bonus
    $9,500
    Other
    $0
    Deferred
    $7,257
    Nontaxable benefits
    $2,294
    Filer's total
    $190,968

  • WILLIAM SIMMONS

    Senior Financial Analyst

    Total calculated
    $219,900
    From this org
    $191,183
    From related orgs
    $0
    Other
    $28,717
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $177,758
    Bonus
    $13,250
    Other
    $175
    Deferred
    $0
    Nontaxable benefits
    $28,717
    Filer's total
    $219,900

  • ZACHARY RAWN

    Director of Health Plan Administration

    Total calculated
    $192,197
    From this org
    $162,717
    From related orgs
    $0
    Other
    $29,480
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,717
    Bonus
    $9,500
    Other
    $500
    Deferred
    $6,554
    Nontaxable benefits
    $22,926
    Filer's total
    $192,197

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • UNITED STATES GOVERNMENT

    501(c)(1) · GOVERNMENT · DC

    Directly controlled by NA

  • COMPASS ROSE CHARITIES

    501(c)(3) · GRANTMAKING · DC · controlled entity

    Directly controlled by CR BENEFITS

Provenance

Return type
form_990
Tax year
2025
Filed
21 July 2026
IRS schema version
2025v4.2
Source object
202642029349300119

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