Plan Ledger DOL Form 5500 · updated monthly

Citizens Business Bankbenefits

Citizens Benefits Plan · ONTARIO, CA · plan year 2024

Broker compensation reported · 2024
$517,233

Citizens Business Bank's benefits plans covered 1,019 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $517,233 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $508 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 15% from $605,453 in 2023.

Insurance contracts · 20248
BLUE CROSS OF CALIFORNIA · health drug dental vision hmo ppopremiums n/a · 1,734 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 230 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 282 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 120 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 36 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 269 covered
ANTHEM LIFE INSURANCE COMPANY · life ltdpremiums n/a · 1,004 covered
STANDARD INSURANCE COMPANY · life ltdpremiums n/a · 1,007 covered
Brokers & agents paid · 20242
BOLTON INSURANCE SERVICES LLC$412,262 · incl $22,028 fees
IMA, INC.$104,971 · incl $34 fees
Also brokered by Bolton Insurance Services LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 953629339 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.