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Sponsor portfolio

CIRCLE 9 RESOURCES, LLC

EIN 46-2456054-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$7.3M assets
Welfare
1
$1.4M premiums
Participants
371
1101 NORTH BROADWAY AVENUE, SUITE 300 - OKLAHOMA CITY, OK 73103405-689-6388circle9llc.comLinkedIn11-50 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$7.3M - 222 part#501Fully Insured-$1.4M - 209 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 209 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$119K
  • Vision$118K
  • Life$118K
  • Short-term disability$118K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • DELTA DENTAL OF CALIFORNIA8%
  • DEARBORN LIFE INSURANCE COMPANY8%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE PLEXUS GROUPE LLC100%
Total $86K1 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 9 RESOURCES 401(K) PLAN

401k

Assets$7.3M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CIRCLE 9 RESOURCES, LLC WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$1.4M
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CIRCLE 9 RESOURCES 401(K) PLAN401k$7.3M2222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CIRCLE 9 RESOURCES, LLC WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$1.4M2092025
Retirement plans
Welfare plans
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