Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.4M
- Health$1.4M
- Life$156K
- Short-term disability$156K
- Long-term disability$156K
- Other$156K
- +1 more
Sponsor portfolioTH
CITIZENS STATE BANK, INC.
EIN 74-0557930bankingLatest filing 2025
Plans
2
Retirement
1
$22.3M assets
Welfare
1
$1.3M premiums
Participants
309
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 208 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- DEARBORN LIFE INSURANCE COMPANY10%
- PRINCIPAL LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
64%top
- ANCO INS. SVC. OF BRYAN COLLEGE STA64%
- HUB INTERNATIONAL MIDWEST LIMITED35%
- CENTRO BENEFITS RESEARCH LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CITIZENS STATE BANK 401(K) SAVINGS PLAN
401k
Assets$22.3M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CITIZENS STATE BANK, INC. WELFARE BENEFITS WRAP PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS
Premiums$1.3M
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CITIZENS STATE BANK 401(K) SAVINGS PLAN | 401k | $22.3M | 163 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CITIZENS STATE BANK, INC. WELFARE BENEFITS WRAP PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF TEXAS | $1.3M | 208 | 2025 |
Retirement plans
Welfare plans