Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $61.0M assets / 620 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $502K premiums / 378 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | FIRST CITIZENS COMMUNITY BANK PROFIT SHARING PLAN | 401(k) | $49.1M | 505 | 2025 |
| #001 | FIRST CITIZENS COMMUNITY BANK ACCOUNT BALANCE PENSION PLAN | Cash balance | $11.9M | 115 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | FIRST CITIZENS COMMUNITY BANK GROUP BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $502K | 378 | 2025 |
| #501 | FIRST CITIZENS COMMUNITY BANK GROUP INSURANCE PLAN | Self-funded | - | $0 | 0 | 2025 |