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Sponsor portfolioWelfare / HealthEIN 26-2420730

CIRCLE THE CITY

300 WEST CLARENDON AVENUE · PHOENIX, AZ 85013
6027760776
Plans filed
1
Years active
2019–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$499K
No prior year
Persons covered
409
No prior year
Total participants
255
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$499K
CIRCLE THE CITY - LIFE PLAN
Mixed409 covered·3 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$353K22.8%
Life$302K19.5%
Short-term disability$302K19.5%
Long-term disability$302K19.5%
Dental$146K9.4%
Vision$146K9.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$302K60.5%11253
DELTA DENTAL OF CALIFORNIA
EIN 860274899
DV
$146K29.3%11409
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
Oth
$51K10.2%1190

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PALIFE INSURANCE COMPANY OF NORTH AMERICA$53K$0$53K86.9%1
EAST REGIONKING OF PRUSSIA, PALIFE INSURANCE COMPANY OF NORTH AMERICA$0$5K$5K8.5%1
THE NIA GROUPCONSHOHOCKEN, PALIFE INSURANCE COMPANY OF NORTH AMERICA$0$2K$2K2.5%1
M & O AGENCIES INCMESA, AZUNUM INSURANCE COMPANY$0$1K$1K2.1%1
LOVITT AND TOUCHE, INC.TEMPE, AZUNUM INSURANCE COMPANY$6$12$180.0%1

History & trajectory

7 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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