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Sponsor portfolioTH

FIRST CITIZENS NATIONAL BANK

EIN 62-0201100-banking-Latest filing 2024
Plans
3
Retirement
2
$76.0M assets
Welfare
1
$2.7M premiums
Participants
1,048
200 W COURT ST - DYERSBURG, TN 380244641731-287-4231firstcnb.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#002ESOP-$39.1M - 406 part#003401k-$36.9M - 364 part#501Fully Insured-$2.7M - 450 lives

Retirement portfolio analytics

2 plans aggregated / $76.0M assets / 770 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • PLAN AND TRUST (#002)51%
  • NATIONAL BANK 401(K) (#003)49%
Total $76.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)406
  • NATIONAL BANK 401(K) (#003)364
Total 770Click row to drill in

Benefits portfolio analytics

1 plan / $2.7M premiums / 450 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Dental$2.4M
  • Vision$2.4M
  • Other$287K
  • Life$279K
  • Long-term disability$279K
  • +1 more
Total $2.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • USABLE LIFE10%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • WHITE & ASSOCIATES43%
  • SHEILA GURIEN34%
  • GROUP INSURANCE SERVICES INC23%
Total $122K3 slices

Plan deep-dives

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

FIRST CITIZENS NATIONAL BANK ESOP PLAN AND TRUST

ESOP

Assets$39.1M
Participants406
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FIRST CITIZENS NATIONAL BANK 401(K) PLAN

401k

Assets$36.9M
Participants364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST CITIZENS NATIONAL BANK EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$2.7M
Covered lives450
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FIRST CITIZENS NATIONAL BANK ESOP PLAN AND TRUSTESOP$39.1M4062024
003FIRST CITIZENS NATIONAL BANK 401(K) PLAN401k$36.9M3642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST CITIZENS NATIONAL BANK EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$2.7M4502024
Retirement plans
Welfare plans
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