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  2. CIRCLE INTERNET SERVICES, INC. DBA CIRCLECI
Sponsor portfolio

CIRCLE INTERNET SERVICES, INC. DBA CIRCLECI

EIN 45-3590683-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$21.6M assets
Welfare
1
$3.4M premiums
Participants
511
2261 MARKET STREET #22561 - SAN FRANCISCO, CA 94114415-669-0358
Plans on this EIN
2 filings
#001401k-$21.6M - 313 part#501Fully Insured-$3.4M - 1,050 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 1,050 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Prescription drug$3.0M
  • Other$428K
  • Dental$377K
  • Vision$377K
  • Life$377K
  • +2 more
Total $3.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • UNITEDHEALTHCARE INSURANCE COMPANY78%
  • SUN LIFE ASSURANCE COMPANY OF CANADA11%
  • KAISER FOUNDATION HEALTH PLAN INC10%
  • MODERN HEALTH1%
Total $3.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ABD INS. AND FINANCIAL SVCS., INC.100%
Total $209K1 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 INTERNET SERVICES, INC. 401(K) PLAN

401k

Assets$21.6M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CIRCLE INTERNET SERVICES, INC. HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.4M
Covered lives1,050
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CIRCLE INTERNET SERVICES, INC. 401(K) PLAN401k$21.6M3132025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CIRCLE INTERNET SERVICES, INC. HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.4M1,0502025
Retirement plans
Welfare plans
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