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Sponsor portfolioTH

CITIZENS NATIONAL BANK

EIN 62-0883220-banking-Latest filing 2025
Plans
2
Retirement
1
$24.6M assets
Welfare
1
$101K premiums
Participants
452
200 FORKS OF THE RIVER PARKWAY, P.O. BOX 4610 - SEVIERVILLE, TN 37864865-453-9031cnbtn.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#001401k-$24.6M - 266 part#507Fully Insured-$101K - 212 lives

Benefits portfolio analytics

1 plan / $101K premiums / 212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$60K
  • Long-term disability$26K
  • Other$22K
  • Vision$15K
Total $101K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • PRINCIPAL LIFE INSURANCE COMPANY63%
  • USABLE LIFE21%
  • BLUE CROSS OF CALIFORNIA14%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA1%
Total $101K4 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • FINANCIAL PRODUCTS AND SERVICE61%
  • CITIZENS NATIONAL BANK21%
  • TED FRIZEN9%
  • GROUP INSURANCE SERVICES INC8%
  • JACKIE IMBREY, CFP, CHFC, CLU0%
  • +1 more
Total $16K6 slices

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 NATIONAL BANK 401(K) PROFIT SHARING PLAN

401k

Assets$24.6M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

CITIZENS NATIONAL BANK HEALTH & WELFARE PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$101K
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CITIZENS NATIONAL BANK 401(K) PROFIT SHARING PLAN401k$24.6M2662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507CITIZENS NATIONAL BANK HEALTH & WELFARE PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$101K2122025
Retirement plans
Welfare plans
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