Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Life$244K
- Other$244K
- Dental$235K
- Vision$235K
- +2 more
Filings through .
Sponsor portfolio
Funding Circle USA, Inc.
EIN 46-4041624financial servicesLatest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$1.9M premiums
Participants
365
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 134 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FUNDING CIRCLE USA, INC. 401(K) PLAN
401(k)
Assets$11.8M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FUNDING CIRCLE USA, INC. WELFARE BENEFITS PLAN
Fully insured - BLUE CROSS OF CALIFORNIA
Premiums$1.9M
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FUNDING CIRCLE USA, INC. 401(K) PLAN | 401(k) | $11.8M | 231 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FUNDING CIRCLE USA, INC. WELFARE BENEFITS PLAN | Fully insured | BLUE CROSS OF CALIFORNIA | $1.9M | 134 | 2024 |
Retirement plans
Welfare plans