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Sponsor portfolioWelfare / HealthEIN 59-0193780
CITIZENS BANK & TRUST
222 STATE ROAD 60 E · LAKE WALES, FL 33853
8636767631
- Plans filed
- 2
- Years active
- 2024–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$751K
No prior year
Persons covered
348
No prior year
Total participants
348
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $494K | 27.8% | |
| Dental | $257K | 14.4% | |
| Vision | $257K | 14.4% | |
| Life | $257K | 14.4% | |
| Long-term disability | $257K | 14.4% | |
| Other | $257K | 14.4% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 521996029 | SL | $494K | 65.8% | 1 | 1 | 155 |
EIN 135123390 | DVLLTDOth | $257K | 34.2% | 1 | 1 | 193 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| FOUNDATION RISK PARTNERS CORP | — | GUARDIAN | $19K | $0 | $19K | 100.0% | 1 |
Policy details
Latest year, by plan