Nonprofit · EIN 52-6048633
COMPASS ROSE BENEFITS GROUP
Tax-exempt · RESTON, VA 20191
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $287,856,559 | $305,546,303 | -$17,689,744 | $159,760,531 | $123,127,587 | $36,632,944 |
| December 31, 2024 | 990 | $230,835,548 | $257,447,506 | -$26,611,958 | $109,459,676 | $78,203,851 | $31,255,825 |
| December 31, 2023 | 990 | $219,139,840 | $248,171,704 | -$29,031,864 | $99,329,844 | $67,236,889 | $32,092,955 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $284,012,031
- Investment income
- $3,844,528
- Net gain from sales of assets
- $65,840
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $50,000
- Benefits paid to members
- $288,033,922
- Compensation of officers, directors and key employees
- $1,090,048
- Other salaries and wages
- $3,238,173
- Salaries, compensation and benefits (total)
- $5,266,762
- Professional fundraising fees
- $0
- Legal fees
- $122,366
- Accounting fees
- $302,571
- Occupancy
- $143,249
- Travel
- $142,227
- Depreciation
- $307,144
Balance sheet and other
- Total assets, start of year
- $109,459,676
- Total assets, end of year
- $159,760,531
- Total liabilities, end of year
- $123,127,587
- Net assets, end of year
- $36,632,944
- Land, buildings and equipment
- $2,332,545
- Publicly traded securities
- $41,142,486
- Net assets without donor restrictions
- $36,632,944
- Gross receipts
- $297,530,130
- Employees
- 31
- Volunteers
- 0
- Year formed
- 1948
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAUL GOVATOS | CHIEF INFORMATION OFFICER Highest-paid employee | 40 | $302,963 | $25,878 |
| KEVIN LANNING | President / Chief Executive Officer Officer | 40 | $268,414 | $36,176 |
| JONI HUBER | Vice President / Chief Operating Officer Officer | 40 | $254,937 | $33,404 |
| DHARTI DESAI | Treasurer / Chief Financial Officer Officer | 40 | $238,676 | $24,941 |
| WILLIAM SIMMONS | Senior Financial Analyst Highest-paid employee | 40 | $191,183 | $28,717 |
| PETER CHAN | DIRECTOR OF INFORMATION TECHNOLOGY Highest-paid employee | 40 | $177,087 | $30,485 |
| ZACHARY RAWN | Director of Health Plan Administration Highest-paid employee | 40 | $162,717 | $29,480 |
| SAMANTHA COLEMAN | Director of Quality and Clinical Oversight Highest-paid employee | 40 | $181,417 | $9,551 |
| SHERRI HEBERT | Secretary / Chief Administrative Officer Officer | 20 | $175,500 | $0 |
| KEVIN SMITH | DIRECTOR / CHAIR Trustee or director | 1 | $10,000 | $0 |
| ANN CROUCH | DIRECTOR Trustee or director | 1 | $9,000 | $0 |
| GWEN GASKINS | DIRECTOR / VICE CHAIR Trustee or director | 1 | $7,500 | $0 |
| MIKE MICHAELS | DIRECTOR Trustee or director | 1 | $6,500 | $0 |
| BARBARA BLUFER | DIRECTOR Trustee or director | 1 | $5,000 | $0 |
| JOSEPH SCHAFER PHD | DIRECTOR Trustee or director | 1 | $5,000 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT MINER | DIRECTOR Trustee or director | 1 | $5,000 |
| SHANTARIA RICHARDSON | DIRECTOR Trustee or director | 1 | $5,000 |
| TRACY GRIGGS | DIRECTOR Trustee or director | 1 | $5,000 |
990 for the year ended December 31, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAUL GOVATOS | CHIEF INNOVATION OFFICER Highest-paid employee | 40 | $297,201 | $24,345 |
| KEVIN LANNING | President / Chief Executive Officer BEG APRIL 2024 Officer | 40 | $254,165 | $34,191 |
| WILLIAM SIMMONS | Treas & CFO Thru JUN 24/Senior Fin. Analyst Officer | 40 | $226,841 | $35,067 |
| JONI HUBER | Vice President / Chief Operating Officer Officer | 40 | $227,907 | $30,146 |
| DHARTI DESAI | Treasurer/Chief Financial Officer beg JUL 24 Officer | 40 | $197,211 | $31,943 |
| SHERRI HERBERT | Secretary/Chief Administrative Officer Officer | 20 | $209,758 | $8,390 |
| PETER CHAN | DIRECTOR OF INFORMATION TECHNOLOGY Highest-paid employee | 40 | $173,241 | $27,159 |
| SAMANTHA COLEMAN | Director of Quality and Clinical Oversight Highest-paid employee | 40 | $171,348 | $9,053 |
| ZACHARY RAWN | Director of Health Plan Administration Highest-paid employee | 40 | $146,624 | $25,822 |
| RANDY STOUGHTON | PRESIDENT/CEO thru MAR 2024 Officer | 40 | $150,894 | $6,924 |
| DEBORAH HUBBARD | Manager, Health Plan Administration Highest-paid employee | 40 | $128,457 | $26,285 |
| KEVIN SMITH | DIRECTOR/CHAIRMAN Trustee or director | 1 | $13,500 | $0 |
| ANN CROUCH | DIRECTOR Trustee or director | 1 | $12,000 | $0 |
| GWEN GASKINS | DIRECTOR/VICE CHAIRMAN Trustee or director | 1 | $10,500 | $0 |
| JOEL SELTZER | DIRECTOR Trustee or director | 1 | $9,000 | $0 |
| MIKE MICHAELS | DIRECTOR Trustee or director | 1 | $9,000 | $0 |
| MICHAEL FORDE | DIRECTOR Trustee or director | 1 | $8,250 | $0 |
| BARBARA BLUFER | DIRECTOR Trustee or director | 1 | $7,000 | $0 |
| JOSEPH SCHAFER PHD | DIRECTOR Trustee or director | 1 | $7,000 | $0 |
| SHANTARIA RICHARDSON | DIRECTOR Trustee or director | 1 | $7,000 | $0 |
| TRACY GRIGGS | DIRECTOR Trustee or director | 1 | $5,000 | $0 |
| LESLIE PYENSON MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RANDY STOUGHTON | PRESIDENT/CEO Officer | 40 | $344,246 | $15,611 |
| PAUL GOVATOS | CHIEF INNOVATION OFFICER Highest-paid employee | 40 | $274,204 | $22,761 |
| WILLIAM SIMMONS | TREASURER/CFO Officer | 40 | $235,503 | $31,556 |
| SHERRI HERBERT | Chief Administrative Officer/ Secretary Officer | 40 | $245,284 | $15,915 |
| JONI HUBER | Vice President/COO Officer | 40 | $197,750 | $28,419 |
| KEVIN LANNING | Executive Vice President, Health and Pharmacy Operations Highest-paid employee | 40 | $188,673 | $30,946 |
| DHARTI DESAI | CONTROLLER Highest-paid employee | 40 | $181,105 | $27,696 |
| PETER CHAN | SYSTEM ARCHITECT Highest-paid employee | 40 | $165,974 | $27,768 |
| SAMANTHA COLEMAN | Director of Quality and Clinical Oversight Highest-paid employee | 40 | $160,914 | $8,359 |
| ANN CROUCH | DIRECTOR Trustee or director | 1 | $9,000 | $0 |
| KEVIN SMITH | DIRECTOR/CHAIRMAN Trustee or director | 1 | $9,000 | $0 |
| MIKE MICHAELS | DIRECTOR Trustee or director | 1 | $9,000 | $0 |
| JOEL SELTZER | DIRECTOR Trustee or director | 1 | $7,500 | $0 |
| BARBARA BLUFER | DIRECTOR Trustee or director | 1 | $6,000 | $0 |
| GWEN GASKINS | DIRECTOR/VICE CHAIRMAN Trustee or director | 1 | $6,000 | $0 |
| JOSEPH SCHAFER PHD | DIRECTOR Trustee or director | 1 | $6,000 | $0 |
| MICHAEL FORDE | DIRECTOR Trustee or director | 1 | $6,000 | $0 |
| SHANTARIA RICHARDSON | DIRECTOR Trustee or director | 1 | $6,000 | $0 |
| TRACY GRIGGS | DIRECTOR Trustee or director | 1 | $4,000 | $0 |
| LESLIE PYENSON MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 11490 COMMERCE PARK DR STE 220, RESTON, VA 20191-1547
- In care of
- % WILLIAM J SIMMONS
- Principal officer (990 for 2025)
- KEVIN LANNING, 11490 COMMERCE PARK DRIVE 220, RESTON, VA 20191
- Signed the 990
- KEVIN LANNING, PRESIDENT/CEO
- Phone
- (571) 449-2358
- Website
- www.compassrosebenefits.com
- Return prepared by
- Forvis Mazars LLP
Mission
PROVIDE HEALTH AND OTHER SPECIALTY PRODUCTS AND SERVICES TO UNITED STATES GOVERNMENT EMPLOYEES.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-6048633
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1949
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $159,760,531
- Income (IRS master file)
- $297,530,130
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $287,856,559 | $305,546,303 | $159,760,531 | XML |
| 990 | December 2024 | $230,835,548 | $257,447,506 | $109,459,676 | XML |
| 990 | December 2023 | $219,139,840 | $248,171,704 | $99,329,844 | XML |
| 990 | December 2022 | $217,402,891 | $231,036,227 | $105,793,925 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-6048633).
Questions about COMPASS ROSE BENEFITS GROUP
- What is the EIN of COMPASS ROSE BENEFITS GROUP?
- The employer identification number (EIN) of COMPASS ROSE BENEFITS GROUP is 52-6048633.
- Is COMPASS ROSE BENEFITS GROUP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1949.
- Are donations to COMPASS ROSE BENEFITS GROUP tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does COMPASS ROSE BENEFITS GROUP file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COMPASS ROSE BENEFITS GROUP due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMPASS ROSE BENEFITS GROUP last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of COMPASS ROSE BENEFITS GROUP?
- The 990 for the year ended December 31, 2025 names KEVIN LANNING.
- Who are the officers and directors of COMPASS ROSE BENEFITS GROUP?
- The 990 for the year ended December 31, 2025 lists 18 people; 18 received compensation from the organization, the highest $302,963 (PAUL GOVATOS, CHIEF INFORMATION OFFICER).
- How much revenue does COMPASS ROSE BENEFITS GROUP have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $287,856,559, expenses of $305,546,303 and total assets of $159,760,531 at year end.
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