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Sponsor portfolioWelfare / HealthEIN 59-3018034

CITIZENS FIRST BANK

1050 LAKE SUMTER LANDING · THE VILLAGES, FL 321622697
3527539515
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$982K
No prior year
Persons covered
373
No prior year
Total participants
373
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$982K
CITIZENS FIRST BANK WELFARE BENEFITS PLAN
Mixed373 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$544K29.0%
Life$230K12.2%
Short-term disability$230K12.2%
Long-term disability$230K12.2%
Other$230K12.2%
Dental$208K11.1%
Vision$208K11.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDSLOth
$774K78.8%12373
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$208K21.2%11313

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
STEALTH PARTNER GROUP LLCSCOTTSDALE, AZSUN LIFE ASSURANCE COMPANY OF CANADA$29K$37K$66K54.1%1
THE BALDWIN GROUP WEST LLCTAMPA, FLSUN LIFE ASSURANCE COMPANY OF CANADA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$43K$3K$47K38.1%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILSUN LIFE ASSURANCE COMPANY OF CANADA$3K$0$3K2.8%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$3K$0$3K2.5%1
UMR, INC.WAUSAU, WISUN LIFE ASSURANCE COMPANY OF CANADA$0$3K$3K2.5%1

History & trajectory

10 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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