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Sponsor portfolioTH

CIVISTA BANCSHARES INC

EIN 34-1558688-banking-Latest filing 2025
Plans
4
Retirement
2
$74.5M assets
Welfare
2
$2.6M premiums
Participants
1,674
100 E WATER ST - SANDUSKY, OH 448702524419-625-4121fcza.comLinkedIn201-500 employeesbanking
Plans on this EIN
4 filings
#002401k-$65.3M - 651 part#001TraditionalDB-$9.3M - 112 part#502Mixed-$2.3M - 916 lives#505Fully Insured-$245K - 477 lives

Retirement portfolio analytics

2 plans aggregated / $74.5M assets / 763 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • INC. AND AFFILIATES (#002)88%
  • AND ITS AFFILIATES (#001)12%
Total $74.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • BENEFIT PLANS ADMIN SERVICES, INC.88%
  • (Not disclosed)12%
Total $74.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. AND AFFILIATES (#002)651
  • AND ITS AFFILIATES (#001)112
Total 763Click row to drill in

Benefits portfolio analytics

2 plans / $2.6M premiums / 1,393 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.7M
  • Dental$317K
  • Life$277K
  • Long-term disability$277K
Total $2.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • MEDICAL MUTUAL88%
  • PRINCIPAL LIFE INSURANCE COMPANY12%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • ASSUREDPARTNERS75%
  • BENEFITS ANALYSIS CORPORATION16%
  • CORNERSTONE BROKER INS SERVICES9%
Total $154K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SAVINGS AND RETIREMENT PLAN FOR CIVISTA BANCSHARES, INC. AND AFFILIATES

401k

Assets$65.3M
Participants651
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PENSION PLAN FOR EMPLOYEES OF CIVISTA BANCSHARES, INC. AND ITS AFFILIATES

TraditionalDB

Assets$9.3M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CIVISTA BANCSHARES INC HEALTH BENEFIT PLAN

Mixed - MEDICAL MUTUAL OF OHIO

Premiums$2.3M
Covered lives916
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

CIVISTA BANCSHARES, INC. WELFARE BENEFIT PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$245K
Covered lives477
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SAVINGS AND RETIREMENT PLAN FOR CIVISTA BANCSHARES, INC. AND AFFILIATES401k$65.3M6512024
001PENSION PLAN FOR EMPLOYEES OF CIVISTA BANCSHARES, INC. AND ITS AFFILIATESTraditionalDB$9.3M1122024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CIVISTA BANCSHARES INC HEALTH BENEFIT PLANMixedMEDICAL MUTUAL OF OHIO$2.3M9162025
505CIVISTA BANCSHARES, INC. WELFARE BENEFIT PLANFully InsuredSTANDARD INSURANCE COMPANY$245K4772024
Retirement plans
Welfare plans
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