Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.8M
- Prescription drug$9.8M
- Dental$9.8M
- Other$614K
- Life$577K
- Long-term disability$517K
- +1 more
Sponsor portfolio
CIRCLE INTERNET FINANCIAL, INC.
EIN 46-3394676Latest filing 2025
Plans
2
Retirement
1
$71.3M assets
Welfare
1
$10.5M premiums
Participants
1,770
99 HIGH STREET - BOSTON, MA 02110917-568-5111
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $10.5M premiums / 1,546 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- EYEMED VISION CARE1%
- HAWAII MEDICAL SERVICE ASSOCIATION0%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
99%top
- MARSH & MCLENNAN AGENCY LLC99%
- IMA, INC.1%
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 401(K) PLAN
401k
Assets$71.3M
Participants948
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CIRCLE INTERNET FINANCIAL, INC. HEALTH AND WELFARE PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$10.5M
Covered lives1,546
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CIRCLE 401(K) PLAN | 401k | $71.3M | 948 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CIRCLE INTERNET FINANCIAL, INC. HEALTH AND WELFARE PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $10.5M | 1,546 | 2025 |
Retirement plans
Welfare plans