Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 62-0883220
CITIZENS NATIONAL BANK
200 FORKS OF THE RIVER PARKWAY · SEVIERVILLE, TN 37864
8654539031
- Plans filed
- 6
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$101K
No prior year
Persons covered
212
No prior year
Total participants
186
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #507$101K
CITIZENS NATIONAL BANK HEALTH & WELFARE PLAN
Fully insured212 covered·4 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY
Plan #503$34K
CITIZENS NATIONAL BANK GROUP LIFE PLAN
Fully insured201 covered·2 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY
Plan #504$15K
CITIZENS NATIONAL BANK LTD PLAN
Fully insured92 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY
Plan #506$9K
CITIZENS NATIONAL BANK VISION PLAN
Fully insured179 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #501$0
CITIZENS NATIONAL BANK HEALTH PLAN
Self-funded0 covered·0 carriers
Plan #505$0
CITIZENS NATIONAL BANK STD PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $60K | 48.9% | |
| Long-term disability | $26K | 21.6% | |
| Other | $22K | 17.6% | |
| Vision | $15K | 11.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 420127290 | LLTD | $63K | 62.9% | 1 | 2 | 110 |
EIN 710505232 | LOth | $22K | 21.4% | 1 | 1 | 212 |
EIN 620427913 | V | $15K | 14.4% | 1 | 1 | 187 |
EIN 860222062 | L | $1K | 1.3% | 1 | 1 | 7 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| FINANCIAL PRODUCTS AND SERVICE | NASHVILLE, TN | PRINCIPAL LIFE INSURANCE COMPANY | $10K | $0 | $10K | 61.2% | 1 |
| CITIZENS NATIONAL BANK | ATHENS, TN | USABLE LIFE | $3K | $0 | $3K | 20.8% | 1 |
| TED FRIZEN | NASHVILLE, TN | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $1K | $0 | $1K | 9.2% | 1 |
| GROUP INSURANCE SERVICES INC | CHATTANOOGA, TN | USABLE LIFE | $866 | $432 | $1K | 8.3% | 1 |
| JACKIE IMBREY, CFP, CHFC, CLU | KNOXVILLE, TN | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $34 | $0 | $34 | 0.2% | 1 |
| DAVID JEFFRIES, CFP | KNOXVILLE, TN | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $34 | $0 | $34 | 0.2% | 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