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Sponsor portfolioTH

CITIZENS COMMUNITY FEDERAL NATIONAL ASSOCIATION

EIN 39-0859926-banking-Latest filing 2025
Plans
2
Retirement
1
$24.1M assets
Welfare
1
$151K premiums
Participants
510
2174 EAST RIDGE CENTER - EAU CLAIRE, WI 54701715-836-9999LinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$24.1M - 300 part#503Mixed-$151K - 212 lives

Benefits portfolio analytics

1 plan / $151K premiums / 212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$151K
  • Vision$129K
  • Life$129K
  • Short-term disability$129K
  • Long-term disability$129K
Total $151K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • STANDARD INSURANCE COMPANY85%
  • QBE INSURANCE15%
Total $151K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COTTINGHAM & BUTLER100%
Total $19K1 slice

Plan deep-dives

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

CITIZENS COMMUNITY FEDERAL 401(K) PROFIT SHARING PLAN

401k

Assets$24.1M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CITIZENS COMMUNITY FEDERAL NATIONAL ASSOCIATION HEALTH & WELFARE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$151K
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CITIZENS COMMUNITY FEDERAL 401(K) PROFIT SHARING PLAN401k$24.1M3002025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CITIZENS COMMUNITY FEDERAL NATIONAL ASSOCIATION HEALTH & WELFARE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$151K2122025
Retirement plans
Welfare plans
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