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Sponsor portfolio

CITIZENS, INC.

EIN 84-0755371-insurance-Latest filing 2025
Plans
2
Retirement
1
$16.1M assets
Welfare
1
$3.0M premiums
Participants
538
11815 ALTERRA PARKWAY, 15TH FLOOR - AUSTIN, TX 78758512-879-0897citizensinc.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001401k-$16.1M - 293 part#501Fully Insured-$3.0M - 245 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 245 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Prescription drug$2.7M
  • Other$302K
  • Dental$169K
  • Vision$169K
  • Life$133K
  • +2 more
Total $3.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CURATIVE INSURANCE COMPANY90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
Total $3.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • IMG0%
Total $207K2 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, INC. 401(K) RETIREMENT AND PROFIT SHARING PLAN

401k

Assets$16.1M
Participants293
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CITIZENS, INC. EMPLOYEE HEALTH INSURANCE PLAN

Fully Insured - CURATIVE INSURANCE COMPANY

Premiums$3.0M
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CITIZENS, INC. 401(K) RETIREMENT AND PROFIT SHARING PLAN401k$16.1M2932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CITIZENS, INC. EMPLOYEE HEALTH INSURANCE PLANFully InsuredCURATIVE INSURANCE COMPANY$3.0M2452025
Retirement plans
Welfare plans
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