PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Citizens National Bank of Texas
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Citizens National Bank of Texas

EIN 75-0187771-banking-Latest filing 2025
Plans
2
Retirement
1
$33.2M assets
Health & Benefits
1
$2.0M premiums
Participants
501
200 N ELM STREET - WAXAHACHIE, TX 751653614972-938-4300cnboftexas.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#003401(k)-$33.2M - 224 part#501Fully insured-$2.0M - 294 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.0M premiums / 294 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Stop-loss$1.8M
  • Dental$157K
  • Long-term disability$25K
Total $2.0M4 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

CITIZENS NATIONAL BANK OF TEXAS EMPLOYEE SAVINGS PLAN

401(k)

Assets$33.2M
Participants224
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CITIZENS NATIONAL BANK OF TEXAS EMPLOYEE HEALTH PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$2.0M
Covered lives294
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003CITIZENS NATIONAL BANK OF TEXAS EMPLOYEE SAVINGS PLAN401(k)$33.2M2242025
  • CITIZENS NATIONAL BANK OF TEXAS EMPLOYEE SAVINGS PLAN$33.2M
    #003 · 401(k) · 2025224

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CITIZENS NATIONAL BANK OF TEXAS EMPLOYEE HEALTH PLANFully insuredBLUE CROSS BLUE SHIELD OF TEXAS$2.0M2942025
  • CITIZENS NATIONAL BANK OF TEXAS EMPLOYEE HEALTH PLAN$2.0M
    #501 · Fully insured · BLUE CROSS BLUE SHIELD OF TEXAS · 2025294
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica