Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$181K
- Other$109K
- Life$103K
- Short-term disability$103K
- Long-term disability$103K
- Vision$28K
Sponsor portfolioTH
CITIZENS BANK
EIN 93-0462799financial servicesLatest filing 2025
Plans
2
Retirement
1
$28.3M assets
Welfare
1
$318K premiums
Participants
413
PO BOX 30 - CORVALLIS, OR 97339541-766-2257citizensebank.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $318K premiums / 335 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- DELTA DENTAL OF CALIFORNIA57%
- METROPOLITAN LIFE INSURANCE COMPANY32%
- VISION SERVICE PLAN9%
- CANOPY2%
Broker market share
Schedule A broker compensation
100%top
- MJ INSURANCE100%
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 BANK 401(K) PLAN
401k
Assets$28.3M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CITIZENS BANK HEALTH & WELFARE BENEFIT PLAN
Mixed - OREGON DENTAL SERVICES DBA DENTAL PLAN OF OREGON
Premiums$318K
Covered lives335
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CITIZENS BANK 401(K) PLAN | 401k | $28.3M | 225 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CITIZENS BANK HEALTH & WELFARE BENEFIT PLAN | Mixed | OREGON DENTAL SERVICES DBA DENTAL PLAN OF OREGON | $318K | 335 | 2025 |
Retirement plans
Welfare plans