Plan Ledger DOL Form 5500 · updated monthly

Circle the Citybenefits

Circle the City - Life Plan · PHOENIX, AZ · plan year 2025

Broker compensation reported · 2025
$61,577

Circle the City's benefits plans covered 253 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $61,577 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $243 per covered person, above the median for employer plans that report broker pay. Broker pay fell 55% from $136,426 in 2024.

Insurance contracts · 20253
LIFE INSURANCE COMPANY OF NORTH AMERICA · life std ltdpremiums n/a · 253 covered
UNUM INSURANCE COMPANYpremiums n/a · 90 covered
DELTA DENTAL OF ARIZONA · dental vision ppopremiums n/a · 409 covered
Brokers & agents paid · 20255
EAST REGION$5,258 · incl $5,258 fees
THE NIA GROUP$1,539 · incl $1,539 fees
M AND O AGENCIES, INC.$1,269 · incl $1,269 fees
LOVITT AND TOUCHE$18 · incl $12 fees
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 262420730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.