Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CITIZENS BANK
EIN 39-0210030bankingLatest filing 2025
Plans
3
Retirement
2
$31.6M assets
Welfare
1
$199K premiums
Participants
603
301 NORTH ROCHESTER STREET - MUKWONAGO, WI 53149262-363-6500citizenbank.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $31.6M assets / 446 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
70%top
- NEWPORT GROUP, INC.70%
- (Not disclosed)30%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $199K premiums / 146 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$100K
- Life$53K
- Other$40K
- Long-term disability$25K
- Vision$18K
Carrier market share
Premium dollars by Schedule A carrier
50%top
- DELTA DENTAL OF CALIFORNIA50%
- RELIANCE STANDARD LIFE INSURANCE COMPANY41%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
94%top
- M3 INSURANCE SOLUTIONS INC94%
- WATCHTOWER TECHNOLOGIES INC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
CITIZENS BANK 401K MUKWONAGO WI
401k
Assets$22.2M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CITIZENS BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$9.4M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
CITIZENS BANK EMPLOYEE BENEFITS PLAN
Mixed - DELTA DENTAL OF WISCONSIN
Premiums$199K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CITIZENS BANK 401K MUKWONAGO WI | 401k | $22.2M | 230 | 2024 | |
| 002 | CITIZENS BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $9.4M | 216 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | CITIZENS BANK EMPLOYEE BENEFITS PLAN | Mixed | DELTA DENTAL OF WISCONSIN | $199K | 146 | 2025 |
Retirement plans
Welfare plans