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Sponsor portfolio

CITIZENS BANK OF LAFAYETTE

EIN 62-0123135-Latest filing 2025
Plans
2
Retirement
1
$21.7M assets
Welfare
1
$851K premiums
Participants
575
400 HIGHWAY 52 BYPASS WEST - LAFEYETTE, TN 37083615-688-9738LinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$21.7M - 338 part#525Mixed-$851K - 360 lives

Benefits portfolio analytics

1 plan / $851K premiums / 360 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$615K
  • Vision$615K
  • Stop-loss$615K
  • Life$235K
  • Other$235K
  • Long-term disability$235K
Total $851K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY72%
  • PRINCIPAL LIFE INSURANCE COMPANY28%
  • ANTHEM LIFE INSURANCE COMPANY0%
Total $851K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FINANCIAL PRODUCTS AND SERVICE100%
Total $93K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CITIZENS BANK RESTATED PROFIT SHARING PLAN

401k

Assets$21.7M
Participants338
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#525

CITIZENS BANK OF LAFAYETTE EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$851K
Covered lives360
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CITIZENS BANK RESTATED PROFIT SHARING PLAN401k$21.7M3382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
525CITIZENS BANK OF LAFAYETTE EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$851K3602025
Retirement plans
Welfare plans
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