Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$353K
- Life$302K
- Short-term disability$302K
- Long-term disability$302K
- Dental$146K
- Vision$146K
Sponsor portfolio
CIRCLE THE CITY
EIN 26-2420730hospital & health careLatest filing 2025
Plans
2
Retirement
1
$6.8M assets
Welfare
1
$499K premiums
Participants
628
300 WEST CLARENDON AVENUE, SUITE 200 - PHOENIX, AZ 85013602-776-0776circlethecity.orgLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $499K premiums / 409 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA61%
- DELTA DENTAL OF CALIFORNIA29%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
Broker market share
Schedule A broker compensation
87%top
- MARSH & MCLENNAN AGENCY LLC87%
- EAST REGION9%
- THE NIA GROUP2%
- M & O AGENCIES INC2%
- LOVITT AND TOUCHE, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
403(B) THRIFT PLAN FOR EMPLOYEES OF CIRCLE THE CITY
401k
Assets$6.8M
Participants373
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CIRCLE THE CITY - LIFE PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$499K
Covered lives409
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 403(B) THRIFT PLAN FOR EMPLOYEES OF CIRCLE THE CITY | 401k | $6.8M | 373 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CIRCLE THE CITY - LIFE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $499K | 409 | 2025 |
Retirement plans
Welfare plans