Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$43.0M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $82.2M assets / 750 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $3.3M premiums / 440 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Fully insured - BLUERE OF TENNESSEE
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | FIRST CITIZENS NATIONAL BANK ESOP PLAN & TRUST | ESOP | $43.0M | 396 | 2025 |
| #003 | FIRST CITIZENS NATIONAL BANK 401(K) PLAN | 401(k) | $39.2M | 354 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | FIRST CITIZENS NATIONAL BANK EMPLOYEE BENEFITS PLAN | Fully insured | BLUERE OF TENNESSEE | $3.3M | 440 | 2025 |