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Sponsor portfolio

THE CIRCLE K RETIREMENT PLAN

EIN 74-1149540-Retail Trade-Latest filing 2024
Plans
2
Retirement
1
$505.9M assets
Welfare
1
$28.6M premiums
Participants
138,296
1130 W WARNER RD - TEMPE, AZ 852842816888-477-6583
Plans on this EIN
2 filings
#001401k-$505.9M - 75,362 part#501Fully Insured-$28.6M - 23,493 lives

Benefits portfolio analytics

1 plan / $28.6M premiums / 23,493 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$15.9M
  • Life$14.3M
  • Short-term disability$14.3M
  • Long-term disability$14.3M
  • Dental$6.7M
  • Health$5.0M
  • +2 more
Total $28.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • HARTFORD LIFE AND ACCIDENT50%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY24%
  • NATIONWIDE LIFE INSURANCE COMPANY9%
  • KAISER FOUNDATION HEALTH PLAN INC8%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • +3 more
Total $28.6M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $916K1 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 K RETIREMENT PLAN

401k

Assets$505.9M
Participants75,362
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CIRCLE K STORES EMPLOYEE BENEFIT PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$28.6M
Covered lives23,493
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CIRCLE K RETIREMENT PLAN401k$505.9M75,3622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CIRCLE K STORES EMPLOYEE BENEFIT PLANFully InsuredHARTFORD LIFE AND ACCIDENT$28.6M23,4932024
Retirement plans
Welfare plans
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