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
Filings through .
Citizens Bancorp Investment, Inc.
EIN 62-0123135Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$24.3M assets
Health & Benefits
1
$851K premiums
Participants
574
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $851K premiums / 360 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CITIZENS BANK RESTATED PROFIT SHARING PLAN
401(k)
Assets$24.3M
Participants337
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#525
CITIZENS BANK OF LAFAYETTE EMPLOYEE BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$851K
Covered lives360
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CITIZENS BANK RESTATED PROFIT SHARING PLAN | 401(k) | $24.3M | 337 | 2025 |
- #001 · 401(k) · 2025337
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #525 | CITIZENS BANK OF LAFAYETTE EMPLOYEE BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $851K | 360 | 2025 |
- #525 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025360
Retirement plans
Health & Benefits plans