Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$2.5M
- Vision$2.5M
- Other$1.7M
- Life$1.2M
- Health$845K
- Long-term disability$514K
Sponsor portfolioTH
CIRCANA, LLC
EIN 36-2947987market researchLatest filing 2025
Plans
2
Retirement
1
$891.6M assets
Welfare
1
$5.5M premiums
Participants
8,293
203 N LA SALLE ST STE 1500 - CHICAGO, IL 60601312-726-1221circana.comLinkedIn5001-10000 employeesmarket research
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.5M premiums / 5,335 covered livesCarrier market share
Premium dollars by Schedule A carrier
46%top
- AETNA LIFE INSURANCE COMPANY46%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY30%
- BLUE CROSS OF CALIFORNIA15%
- UNITEDHEALTHCARE INSURANCE COMPANY7%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
96%top
- HUB INTERNATIONAL MIDWEST LIMITED96%
- CENTRO BENEFITS RESEARCH LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CIRCANA 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$891.6M
Participants4,989
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CIRCANA, LLC WRAP BENEFIT PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$5.5M
Covered lives5,335
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CIRCANA 401(K) RETIREMENT SAVINGS PLAN | 401k | $891.6M | 4,989 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CIRCANA, LLC WRAP BENEFIT PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $5.5M | 5,335 | 2025 |
Retirement plans
Welfare plans