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  2. CIRCLE K STORES, INC.
Sponsor portfolio

CIRCLE K STORES, INC.

EIN 74-1149540-Latest filing 2025
Plans
2
Retirement
1
$505.9M assets
Welfare
1
$27.3M premiums
Participants
140,076
1130 WEST WARNER ROAD - TEMPE, AZ 852842816602-728-4925
Plans on this EIN
2 filings
#001401k-$505.9M - 75,362 part#501Fully Insured-$27.3M - 28,581 lives

Benefits portfolio analytics

1 plan / $27.3M premiums / 28,581 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$14.2M
  • Life$12.0M
  • Short-term disability$12.0M
  • Long-term disability$12.0M
  • Dental$7.0M
  • Health$4.5M
  • +2 more
Total $27.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • HARTFORD LIFE AND ACCIDENT44%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY26%
  • KAISER FOUNDATION HEALTH PLAN INC8%
  • NATIONWIDE LIFE INSURANCE COMPANY8%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • +3 more
Total $27.3M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $934K1 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$27.3M
Covered lives28,581
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$27.3M28,5812025
Retirement plans
Welfare plans
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