Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$139K
- Vision$139K
- Life$101K
- Other$81K
Sponsor portfolioTH
CITIZENS TRI-COUNTY BANK
EIN 62-0875633bankingLatest filing 2025
Plans
2
Retirement
1
$24.8M assets
Welfare
1
$248K premiums
Participants
674
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $248K premiums / 353 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- BLUE CROSS OF CALIFORNIA56%
- USABLE LIFE18%
- STANDARD INSURANCE COMPANY15%
- ANTHEM LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
34%top
- GROUP INSURANCE SERVICES INC34%
- M. FINANCIAL HOLDINGS INCORPORATED33%
- FINANCIAL PRODUCTS AND SERVICE17%
- KAREN TOKARZ15%
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 TRI-COUNTY BANK SAFE HARBOR 401K PLAN
401k
Assets$24.8M
Participants381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CITIZENS TRI-COUNTY BANK EMPLOYEE BENEFITS PLAN
Mixed - BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Premiums$248K
Covered lives353
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CITIZENS TRI-COUNTY BANK SAFE HARBOR 401K PLAN | 401k | $24.8M | 381 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CITIZENS TRI-COUNTY BANK EMPLOYEE BENEFITS PLAN | Mixed | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $248K | 353 | 2025 |
Retirement plans
Welfare plans