Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Civista Bancshares, Inc.
EIN 34-1558688bankingLatest filing 2025
Plans
4
Retirement
2
$84.7M assets
Health & Benefits
2
$2.6M premiums
Participants
1,693
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $84.7M assets / 782 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$8.7M
Participants by plan
Active + retired + deferred vested
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
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SAVINGS AND RETIREMENT PLAN FOR CIVISTA BANCSHARES, INC. AND AFFILIATES
401(k)
Assets$76.0M
Participants678
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
PENSION PLAN FOR EMPLOYEES OF CIVISTA BANCSHARES, INC. AND ITS AFFILIATES
Traditional DB
Assets$8.7M
Participants104
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
CIVISTA BANCSHARES INC HEALTH BENEFIT PLAN
Mixed - MEDICAL MUTUAL OF OHIO
Premiums$2.3M
Covered lives916
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
CIVISTA BANCSHARES, INC. WELFARE BENEFIT PLAN
Fully insured - STANDARD INSURANCE COMPANY
Premiums$245K
Covered lives477
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SAVINGS AND RETIREMENT PLAN FOR CIVISTA BANCSHARES, INC. AND AFFILIATES | 401(k) | $76.0M | 678 | 2025 |
| #001 | PENSION PLAN FOR EMPLOYEES OF CIVISTA BANCSHARES, INC. AND ITS AFFILIATES | Traditional DB | $8.7M | 104 | 2025 |
- #002 · 401(k) · 2025678
- #001 · Traditional DB · 2025104
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | CIVISTA BANCSHARES INC HEALTH BENEFIT PLAN | Mixed | MEDICAL MUTUAL OF OHIO | $2.3M | 916 | 2025 |
| #505 | CIVISTA BANCSHARES, INC. WELFARE BENEFIT PLAN | Fully insured | STANDARD INSURANCE COMPANY | $245K | 477 | 2024 |
- #502 · Mixed · MEDICAL MUTUAL OF OHIO · 2025916
- #505 · Fully insured · STANDARD INSURANCE COMPANY · 2024477
Retirement plans
Health & Benefits plans