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  2. CIRCLE LOGISTICS, INC.
Sponsor portfolio

CIRCLE LOGISTICS, INC.

EIN 45-3296211-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$1.0M assets
Welfare
1
$256K premiums
Participants
807
1950 WEST COOK ROAD, SUITE 102 - FORT WAYNE, IN 46818260-208-4500circledelivers.comLinkedIn501-1000 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$1.0M - 408 part#501Mixed-$256K - 399 lives

Benefits portfolio analytics

1 plan / $256K premiums / 399 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$256K
  • Vision$256K
  • Life$256K
  • Short-term disability$256K
  • Long-term disability$256K
  • Other$256K
Total $256K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $256K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AMERICAN HEALTHCARE GROUP, INC.100%
Total $48K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CIRCLE LOGISTICS, INC. 401(K) PLAN

401k

Assets$1.0M
Participants408
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CIRCLE LOGISTICS, INC. GROUP BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$256K
Covered lives399
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CIRCLE LOGISTICS, INC. 401(K) PLAN401k$1.0M4082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CIRCLE LOGISTICS, INC. GROUP BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$256K3992025
Retirement plans
Welfare plans
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