Plan Ledger DOL Form 5500 · updated monthly

The Circle Groupbenefits

The Circle Group Welfare Benefits Plan · ALPHARETTA, GA · plan year 2025

Broker compensation reported · 2025
$61,431

The Circle Group's benefits plan covered 100 active participants in 2025, providing health · life · dental · other. Insurance brokers and agents were paid $61,431 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $614 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20255
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · dentalpremiums n/a · 72 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 97 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 32 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 90 covered
TRANSAMERICA LIFE INSURANCE COMPANYpremiums n/a · 42 covered
Brokers & agents paid · 20252
MARSH & MCLENNAN AGENCY LLC$49,426 · incl $46,842 fees
MARSH & MCLENNAN AGENCY$12,005 · incl $2,587 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 582565048 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.