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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $139K | 30.2% | |
| Vision | $139K | 30.2% | |
| Life | $101K | 21.9% | |
| Other | $81K | 17.7% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 620427913 | DV | $139K | 56.0% | 1 | 1 | 242 |
EIN 710505232 | LOth | $44K | 17.6% | 1 | 2 | 353 |
EIN 520913817 | LOth | $38K | 15.2% | 1 | 1 | 270 |
EIN 350980405 | L | $27K | 11.1% | 1 | 1 | 270 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GROUP INSURANCE SERVICES INC | CHATTANOOGA, TN | USABLE LIFE | $25K | $0 | $25K | 34.2% | 1 |
| M. FINANCIAL HOLDINGS INCORPORATED | NASHVILLE, TN | USABLE LIFE | $23K | $949 | $24K | 33.4% | 1 |
| FINANCIAL PRODUCTS AND SERVICE | NASHVILLE, TN | USABLE LIFE, STANDARD INSURANCE COMPANY, ANTHEM LIFE INSURANCE COMPANY | $12K | $903 | $12K | 17.1% | 1 |
| KAREN TOKARZ | NASHVILLE, TN | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $11K | $0 | $11K | 15.3% | 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