Plan Ledger DOL Form 5500 · updated monthly

Citizens Tri-County Bankbenefits

Citizens Tri-County Bank Employee Benefits Plan · DUNLAP, TN · plan year 2025

Broker compensation reported · 2025
$72,503

Citizens Tri-County Bank's benefits plans covered 293 active participants in 2025, providing health · life · dental · vision · other. Insurance premiums totaled $138,696. Insurance brokers and agents were paid $72,503 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 52.3% of premiums. That is $247 per covered person, above the median for employer plans that report broker pay. Broker pay rose 132% from $31,194 in 2024.

Insurance contracts · 20255
BLUECROSS BLUESHIELD OF TENNESSEE, INC. · dental vision$139K · 242 covered
STANDARD INSURANCE COMPANY · lifepremiums n/a · 270 covered
USABLE LIFE · lifepremiums n/a · 353 covered
USABLE LIFEpremiums n/a · 333 covered
ANTHEM LIFE INSURANCE COMPANY · lifepremiums n/a · 270 covered
Brokers & agents paid · 20256
FINANICAL PRODUCTS & SERVICES$24,198 · incl $949 fees
KAREN TOKARZ$11,122
FINANCIAL PRODUCTS & SERVICES$6,224 · incl $903 fees
FINANCIAL PRODUCTS SRVCS INC$5,650
FINANCIAL PRODUCTS & SERVICES INC$549

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 620875633 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.