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
Sponsor portfolioTH
THE CITIZENS BANK OF PHILADELPHIA
EIN 64-0134511bankingLatest filing 2025
Plans
7
Retirement
1
$35.9M assets
Welfare
6
$2.5M premiums
Participants
1,615
521 MAIN STREET - PHILADELPHIA, MS 39350601-389-3372thecitizensbankphila.comLinkedIn201-500 employeesbanking
Benefits portfolio analytics
6 plans / $2.5M premiums / 1,402 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- UNITEDHEALTHCARE INSURANCE COMPANY78%
- AFLAC10%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA9%
- BOSTON MUTUAL LIFE INSURANCE COMPANY2%
- SUN LIFE ASSURANCE COMPANY OF CANADA1%
- +1 more
Broker market share
Schedule A broker compensation
49%top
- SECURITY INSURANCE AGENCY INC49%
- HUB INTERNATIONAL MIDWEST LIMITED25%
- ROBERT J LOVERN17%
- WILLIAM C ATKINS3%
- JOY LOVERN1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE CITIZENS BANK PROFIT SHARING AND SAVINGS PLAN AND TRUST
401k
Assets$35.9M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE CITIZENS BANK MEDICAL PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.0M
Covered lives264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
THE CITIZENS BANK VOLUNTARY BENEFITS PLAN
Fully Insured - AFLAC
Premiums$244K
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
THE CITIZENS BANK GROUP INSURANCE PLAN
Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$218K
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
THE CITIZENS BANK EMPLOYEE LIFE OPTION PLAN
Fully Insured - BOSTON MUTUAL LIFE INSURANCE COMPANY
Premiums$40K
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
THE CITIZENS BANK VISION PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$31K
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
THE CITIZENS BANK LONG TERM CARE PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$20K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE CITIZENS BANK PROFIT SHARING AND SAVINGS PLAN AND TRUST | 401k | $35.9M | 343 | 2025 |
Welfare plans6
| 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 |
Retirement plans
Welfare plans