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Sponsor portfolioWelfare / HealthEIN 46-4041624

FUNDING CIRCLE USA, INC.

707 17TH STREET, SUITE 2200 · DENVER, CO 80202
4158135245
Plans filed
1
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$1.9M
No prior year
Persons covered
134
No prior year
Total participants
134
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.9M
FUNDING CIRCLE USA, INC. WELFARE BENEFITS PLAN
Fully insured134 covered·6 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.7M34.9%
Prescription drug$1.7M34.9%
Life$244K5.1%
Other$244K5.1%
Dental$235K5.0%
Vision$235K5.0%
Short-term disability$235K5.0%
Long-term disability$235K5.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HRx
$1.3M68.8%11134
KAISER FOUNDATION HEALTH PLAN INC
EIN 840591617
HRx
$349K18.4%1226
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$235K12.4%11106
ANTHEM LIFE INSURANCE COMPANY
EIN 520913817
LOth
$9K0.5%12109

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SEQUOIA BENEFITS & INS SVCS LLCSAN MATEO, CAANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN OF COLORADO, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS OF CALIFORNIA, ANTHEM LIFE INSURANCE COMPANY$115K$8K$123K100.0%1

History & trajectory

10 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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