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Sponsor portfolioWelfare / HealthEIN 56-0223230

FIRST-CITIZENS BANK & TRUST COMPANY

POST OFFICE BOX 27131 · RALEIGH, NC 27611
9197168143
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$33.9M
No prior year
Persons covered
26,551
No prior year
Total participants
17,536
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$33.9M
FIRST-CITIZENS BANK & TRUST COMPANY WELFARE BENEFIT PLAN
Mixed26,551 covered·7 carriers
Primary: HARTFORD LIFE AND ACCIDENT

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$16.9M29.4%
Health$14.5M25.2%
Life$11.7M20.5%
Long-term disability$11.7M20.5%
Vision$2.6M4.5%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$14.5M42.7%131,159
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$12.8M37.8%1225,607
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
Oth
$3.1M9.2%136,659
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
V
$2.6M7.6%1126,551
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$621K1.8%116,938
COMPSYCH
EIN 363739783
Oth
$270K0.8%1117,045
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
Oth
$32K0.1%113,970

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCPOTOMAC, MDKAISER FOUNDATION HEALTH PLAN, INC., UNUM INSURANCE COMPANY, ARAG INSURANCE COMPANY, ZURICH AMERICAN INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC.$991K$365K$1.4M88.6%1
MOSAIC GROUP SERVICESDURHAM, NCHARTFORD LIFE AND ACCIDENT$0$175K$175K11.4%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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