PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. The Citizens National Bank of Bluffton
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

The Citizens National Bank of Bluffton

EIN 34-4205025-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$29.2M assets
Health & Benefits
1
$793K premiums
Participants
320
102 S. MAIN STREET - BLUFFTON, OH 45817419-358-8040
Plans on this EIN
2 filings
#001ESOP-$29.2M - 161 part#505Fully insured-$793K - 191 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $793K premiums / 191 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$711K
  • Other$47K
  • Life$38K
  • Long-term disability$38K
  • Dental$22K
  • Vision$9K
  • +1 more
Total $793K7 rows
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#001

THE CITIZENS NATIONAL BANK OF BLUFFTON EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$29.2M
Participants161
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

THE CITIZENS NATIONAL BANK EMPLOYEE BENEFIT PLAN

Fully insured - COMMUNITY INSURANCE COMPANY

Premiums$793K
Covered lives191
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE CITIZENS NATIONAL BANK OF BLUFFTON EMPLOYEE STOCK OWNERSHIP PLANESOP$29.2M1612025
  • THE CITIZENS NATIONAL BANK OF BLUFFTON EMPLOYEE STOCK OWNERSHIP PLAN$29.2M
    #001 · ESOP · 2025161

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505THE CITIZENS NATIONAL BANK EMPLOYEE BENEFIT PLANFully insuredCOMMUNITY INSURANCE COMPANY$793K1912025
  • THE CITIZENS NATIONAL BANK EMPLOYEE BENEFIT PLAN$793K
    #505 · Fully insured · COMMUNITY INSURANCE COMPANY · 2025191
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica