# FIRST-CITIZENS BANK & TRUST COMPANY WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **FIRST-CITIZENS BANK & TRUST COMPANY**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | FIRST-CITIZENS BANK & TRUST COMPANY |
| EIN | 560223230 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | RALEIGH, NC |
| Industry | banking |
| Funding | mixed |
| Total premiums | $33.9M |
| Participants | 17,536 |
| Persons covered | 26,551 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| KAISER PERMANENTE | Health |
| HARTFORD LIFE AND ACCIDENT | Life, LTD, Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other |
| AMERITAS LIFE INSURANCE CORP. | Vision |
| ARAG LEGAL | Other |
| COMPSYCH | Other |
| ZURICH AMERICAN INSURANCE COMPANY | Other |

## Brokers

| Broker | Placed with |
|---|---|
| MOSAIC GROUP SERVICES | HARTFORD LIFE AND ACCIDENT |
| WILLIS TOWERS WATSON US LLC | KAISER FOUNDATION HEALTH PLAN, INC. |
| WILLIS TOWERS WATSON US LLC | KAISER FOUNDATION HEALTH PLAN INC. |
| WILLIS TOWERS WATSON US LLC | UNUM INSURANCE COMPANY |
| WILLIS TOWERS WATSON US LLC | ARAG INSURANCE COMPANY |
| WILLIS TOWERS WATSON US LLC | ZURICH AMERICAN INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/560223230-501
- Cite as: PlanOptica, https://planoptica.com/welfare/560223230-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers