Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Other$482K
- Life$258K
- Dental$218K
- Long-term disability$218K
- Vision$31K
Filings through .
Top hat
The Citizens Bank of Philadelphia
EIN 64-0134511bankingLatest filing 2025
Plans
7
Retirement
1
$35.9M assets
Health & Benefits
6
$2.5M premiums
Participants
1,615
521 MAIN STREET - PHILADELPHIA, MS 39350601-389-3372thecitizensbankphila.comLinkedIn201-500 employeesbanking
Health & Benefits portfolio - carriers, brokers and premium across this company's 6 health and benefits plans.
Benefits portfolio analytics
6 plans / $2.5M premiums / 1,402 covered lives
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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#002
THE CITIZENS BANK PROFIT SHARING AND SAVINGS PLAN AND TRUST
401(k)
Assets$35.9M
Participants343
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
THE CITIZENS BANK MEDICAL PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.0M
Covered lives264
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
THE CITIZENS BANK VOLUNTARY BENEFITS PLAN
Fully insured - AFLAC
Premiums$244K
Covered lives239
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
THE CITIZENS BANK GROUP INSURANCE PLAN
Fully insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$218K
Covered lives260
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506
THE CITIZENS BANK EMPLOYEE LIFE OPTION PLAN
Fully insured - BOSTON MUTUAL LIFE INSURANCE COMPANY
Premiums$40K
Covered lives258
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
THE CITIZENS BANK VISION PLAN
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$31K
Covered lives258
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
THE CITIZENS BANK LONG TERM CARE PLAN
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$20K
Covered lives123
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE CITIZENS BANK PROFIT SHARING AND SAVINGS PLAN AND TRUST | 401(k) | $35.9M | 343 | 2025 |
- #002 · 401(k) · 2025343
Health & Benefits plans
6 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE CITIZENS BANK MEDICAL PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.0M | 264 | 2025 |
| #505 | THE CITIZENS BANK VOLUNTARY BENEFITS PLAN | Fully insured | AFLAC | $244K | 239 | 2025 |
| #502 | THE CITIZENS BANK GROUP INSURANCE PLAN | Fully insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $218K | 260 | 2025 |
| #506 | THE CITIZENS BANK EMPLOYEE LIFE OPTION PLAN | Fully insured | BOSTON MUTUAL LIFE INSURANCE COMPANY | $40K | 258 | 2025 |
| #503 | THE CITIZENS BANK VISION PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $31K | 258 | 2025 |
| #504 | THE CITIZENS BANK LONG TERM CARE PLAN | Fully insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $20K | 123 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025264
- #505 · Fully insured · AFLAC · 2025239
- #502 · Fully insured · EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · 2025260
- #506 · Fully insured · BOSTON MUTUAL LIFE INSURANCE COMPANY · 2025258
- #503 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025258
- #504 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025123
Retirement plans
Health & Benefits plans