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Sponsor portfolio

2 CIRCLE INCORPORATED

EIN 45-3989137-Latest filing 2025
Plans
13
Retirement
1
$29.3M assets
Welfare
12
$1.1M premiums
Participants
1,883
1400 14TH ST N STE 1 - ARLINGTON, VA 222093662240-808-5503
Plans on this EIN
13 filings
#001401k-$29.3M - 233 part#513Fully Insured-$663K - 0 lives#502Fully Insured-$197K - 0 lives#511Fully Insured-$52K - 211 lives#505Fully Insured-$39K - 0 lives#501Fully Insured-$38K - 222 lives#503Fully Insured-$32K - 222 lives#508Fully Insured-$30K - 222 lives#509Fully Insured-$30K - 200 lives#504Fully Insured-$13K - 222 lives#507Fully Insured-$11K - 222 lives#510Fully Insured-$7K - 211 lives#506Mixed-$5K - 222 lives

Benefits portfolio analytics

12 plans / $1.1M premiums / 1,954 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$663K
  • Dental$197K
  • Life$144K
  • Short-term disability$52K
  • Vision$32K
  • Other$29K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY59%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA35%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • FOSTERTHOMAS, INC.94%
  • FOSTER THOMAS INC4%
  • DAILYFEATS INC.2%
  • DAILYFEASTS INC0%
Total $773K4 slices

Plan deep-dives

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

2 CIRCLE, INC. 401(K)

401k

Assets$29.3M
Participants233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#513

CIGNA HEALTH

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMAPNY

Premiums$663K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

2 CIRCLE INC. DENTAL

Fully Insured - GUARDIAN

Premiums$197K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

2 CIRCLE INC. SHORT TERM DISABILITY

Fully Insured - GUARDIAN

Premiums$52K
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

2 CIRCLE INC. OPTIONAL LIFE-VOL LIFE

Fully Insured - GUARDIAN

Premiums$39K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

2 CIRCLE INC. LIFE

Fully Insured - GUARDIAN

Premiums$38K
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

2 CIRCLE INC. VISION

Fully Insured - GUARDIAN

Premiums$32K
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

2 CIRCLE UNUM LIFE

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$30K
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

2 CIRCLE UNUM AD&D

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$30K
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

2 CIRCLE VOLUNTARY CRITICAL ILLNESS

Fully Insured - GUARDIAN

Premiums$13K
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

2 CIRCLE INC

Fully Insured - GUARDIAN

Premiums$11K
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

2 CIRCLE INC. GUARDIAN AD&D

Fully Insured - GUARDIAN

Premiums$7K
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

2 CIRCLE INC. OPTIONAL AD&D

Mixed - GUARDIAN

Premiums$5K
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
0012 CIRCLE, INC. 401(K)401k$29.3M2332024

Welfare plans12

Plan #NameFundingCarrierPremiumsCoveredLatest year
513CIGNA HEALTHFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMAPNY$663K02025
5022 CIRCLE INC. DENTALFully InsuredGUARDIAN$197K02025
5112 CIRCLE INC. SHORT TERM DISABILITYFully InsuredGUARDIAN$52K2112025
5052 CIRCLE INC. OPTIONAL LIFE-VOL LIFEFully InsuredGUARDIAN$39K02025
5012 CIRCLE INC. LIFEFully InsuredGUARDIAN$38K2222025
5032 CIRCLE INC. VISIONFully InsuredGUARDIAN$32K2222025
5082 CIRCLE UNUM LIFEFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$30K2222025
5092 CIRCLE UNUM AD&DFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$30K2002025
5042 CIRCLE VOLUNTARY CRITICAL ILLNESSFully InsuredGUARDIAN$13K2222025
5072 CIRCLE INCFully InsuredGUARDIAN$11K2222025
5102 CIRCLE INC. GUARDIAN AD&DFully InsuredGUARDIAN$7K2112025
5062 CIRCLE INC. OPTIONAL AD&DMixedGUARDIAN$5K2222025
Retirement plans
Welfare plans
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