Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CIRCLE S. RANCH, INC.
EIN 56-1665420farmingLatest filing 2025
Plans
3
Retirement
2
$4.1M assets
Welfare
1
$129K premiums
Participants
240
1604 CIRCLE S. RANCH ROAD - MONROE, NC 28112704-764-7414circle-s-ranch.usLinkedIn51-200 employeesfarming
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 144 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $129K premiums / 173 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$70K
- Life$47K
- Short-term disability$47K
- Long-term disability$47K
- Other$47K
- Vision$12K
Carrier market share
Premium dollars by Schedule A carrier
54%top
- DELTA DENTAL OF CALIFORNIA54%
- DEARBORN LIFE INSURANCE COMPANY37%
- COMMUNITY EYE CARE9%
Broker market share
Schedule A broker compensation
89%top
- GALLAGHER BENEFIT SERVICES, INC.89%
- IBSI HOLDINGS INC11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CIRCLE S RANCH RETIREMENT PLAN
401k
Assets$2.4M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CIRCLE S RANCH 401(K) PROFIT SHARING PLAN
401k
Assets$1.7M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
CIRCLE S RANCH WELFARE BENEFIT PLAN
Mixed - DELTA DENTAL OF NORTH CAROLINA
Premiums$129K
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CIRCLE S RANCH RETIREMENT PLAN | 401k | $2.4M | 77 | 2025 | |
| 001 | CIRCLE S RANCH 401(K) PROFIT SHARING PLAN | 401k | $1.7M | 67 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CIRCLE S RANCH WELFARE BENEFIT PLAN | Mixed | DELTA DENTAL OF NORTH CAROLINA | $129K | 173 | 2025 |
Retirement plans
Welfare plans