Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$2.6M
- Vision$2.6M
- Life$1.2M
- Health$920K
- Long-term disability$533K
- Other$469K
Sponsor portfolioTH
CIRCANA, LLC
EIN 36-2947987market researchLatest filing 2024
Plans
2
Retirement
1
$891.6M assets
Welfare
1
$5.7M premiums
Participants
8,164
203 N. LASALLE ST., SUITE 1500 - CHICAGO, IL 60601312-726-1221circana.comLinkedIn5001-10000 employeesmarket research
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.7M premiums / 5,342 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 CALIFORNIA16%
- UNITEDHEALTHCARE INSURANCE COMPANY7%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
97%top
- HUB INTERNATIONAL MIDWEST LIMITED97%
- CENTRO BENEFITS RESEARCH LLC2%
- LOCKTON COMPANIES, LLC0%
- BROWN AND BROWN OF FLORIDA, 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
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$5.7M
Covered lives5,342
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 | $5.7M | 5,342 | 2024 |
Retirement plans
Welfare plans