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  2. Citizens Bank
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Citizens Bank

EIN 85-0021005-banking-Latest filing 2025
Plans
3
Retirement
2
$45.8M assets
Health & Benefits
1
$28K premiums
Participants
371
500 WEST BROADWAY - FARMINGTON, NM 874015986505-599-0100LinkedIn11-50 employeesbanking
Plans on this EIN
3 filings
#002ESOP-$28.0M - 124 part#003401(k)-$17.9M - 151 part#503Fully insured-$28K - 96 lives

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

Retirement portfolio analytics

2 plans aggregated / $45.8M assets / 275 participants

Assets by plan

Share of aggregate retirement assets

  • AND RETIREMENT Savings (#002)$28.0M
  • 401K RETIREMENT PLAN (#003)$17.9M
Total $45.8MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$28.0M
  • BENEFIT PLANS ADMIN SERVICES, INC.$17.9M
Total $45.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401K RETIREMENT PLAN (#003)151
  • AND RETIREMENT Savings (#002)124
Total 275Select a row to open it

Benefits portfolio analytics

1 plan / $28K premiums / 96 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$28K
  • Life$28K
  • Other$28K
Total $28K3 rows
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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

CITIZENS BANK EMPLOYEE STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN

ESOP

Assets$28.0M
Participants124
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

CITIZENS BANK 401K RETIREMENT PLAN

401(k)

Assets$17.9M
Participants151
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

THE CITIZENS BANK CAFETERIA PLAN

Fully insured - DEARBORN NATIONAL LIFE INSURANCE COMPANY

Premiums$28K
Covered lives96
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002CITIZENS BANK EMPLOYEE STOCK OWNERSHIP AND RETIREMENT SAVINGS PLANESOP$28.0M1242025
#003CITIZENS BANK 401K RETIREMENT PLAN401(k)$17.9M1512025
  • CITIZENS BANK EMPLOYEE STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN$28.0M
    #002 · ESOP · 2025124
  • CITIZENS BANK 401K RETIREMENT PLAN$17.9M
    #003 · 401(k) · 2025151

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503THE CITIZENS BANK CAFETERIA PLANFully insuredDEARBORN NATIONAL LIFE INSURANCE COMPANY$28K962025
  • THE CITIZENS BANK CAFETERIA PLAN$28K
    #503 · Fully insured · DEARBORN NATIONAL LIFE INSURANCE COMPANY · 202596
Retirement plans
Health & Benefits plans

On this page

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