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Sponsor portfolioWelfare / HealthEIN 58-2565048
THE CIRCLE GROUP
1275 ALDERMAN DRIVE · ALPHARETTA, GA 30005
6783561000
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
97
No prior year
Total participants
100
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $937K | 84.9% | |
| Other | $72K | 6.5% | |
| Dental | $49K | 4.4% | |
| Life | $46K | 4.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | H | $937K | 88.6% | 1 | 1 | 90 |
EIN 350472300 | DLOth | $94K | 8.9% | 1 | 3 | 97 |
EIN 390989781 | Oth | $27K | 2.5% | 1 | 1 | 42 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | ROANOKE, VA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, TRANSAMERICA LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $12K | $49K | $61K | 100.0% | 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