Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Other$63K
- Life$44K
- Long-term disability$44K
- Dental$42K
- Vision$8K
Sponsor portfolio
THE CITIZENS NATIONAL BANK OF BLUFFTON
EIN 34-4205025Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$26.5M assets
Welfare
1
$1.6M premiums
Participants
327
102 S. MAIN STREET - BLUFFTON, OH 45817419-358-8040
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 187 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- COMMUNITY INSURANCE COMPANY93%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- DELTA DENTAL OF CALIFORNIA3%
Broker market share
Schedule A broker compensation
61%top
- MARSH & MCLENNAN AGENCY LLC61%
- THE JAMES B OSWALD COMPANY34%
- ERC SERVICES INC4%
- WATCHTOWER TECHNOLOGIES INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE CITIZENS NATIONAL BANK OF BLUFFTON EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$26.5M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
THE CITIZENS NATIONAL BANK EMPLOYEE BENEFITS PLAN
Fully Insured - COMMUNITY INSURANCE COMPANY
Premiums$1.6M
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE CITIZENS NATIONAL BANK OF BLUFFTON EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $26.5M | 172 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | THE CITIZENS NATIONAL BANK EMPLOYEE BENEFITS PLAN | Fully Insured | COMMUNITY INSURANCE COMPANY | $1.6M | 187 | 2024 |
Retirement plans
Welfare plans