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Sponsor portfolioWelfare / HealthEIN 62-0875633

CITIZENS TRI-COUNTY BANK

PO BOX 697 · DUNLAP, TN 37327
4239492173
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$248K
No prior year
Persons covered
353
No prior year
Total participants
293
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$248K
CITIZENS TRI-COUNTY BANK EMPLOYEE BENEFITS PLAN
Mixed353 covered·4 carriers
Primary: BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$139K30.2%
Vision$139K30.2%
Life$101K21.9%
Other$81K17.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 620427913
DV
$139K56.0%11242
USABLE LIFE
EIN 710505232
LOth
$44K17.6%12353
STANDARD INSURANCE COMPANY
EIN 520913817
LOth
$38K15.2%11270
ANTHEM LIFE INSURANCE COMPANY
EIN 350980405
L
$27K11.1%11270

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GROUP INSURANCE SERVICES INCCHATTANOOGA, TNUSABLE LIFE$25K$0$25K34.2%1
M. FINANCIAL HOLDINGS INCORPORATEDNASHVILLE, TNUSABLE LIFE$23K$949$24K33.4%1
FINANCIAL PRODUCTS AND SERVICENASHVILLE, TNUSABLE LIFE, STANDARD INSURANCE COMPANY, ANTHEM LIFE INSURANCE COMPANY$12K$903$12K17.1%1
KAREN TOKARZNASHVILLE, TNBLUECROSS BLUESHIELD OF TENNESSEE, INC.$11K$0$11K15.3%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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