Plan Ledger DOL Form 5500 · updated monthly

First-Citizens Bank & Trust Companybenefits

First-Citizens Bank & Trust Company Welfare Benefit Plan · RALEIGH, NC · plan year 2025

Broker compensation reported · 2025
$1,530,825

First-Citizens Bank & Trust Company's benefits plans covered 16,953 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $1,530,825 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $90 per covered person, below the median for employer plans that report broker pay. Broker pay rose 24% from $1,231,702 in 2024.

Insurance contracts · 202512
AMERITAS LIFE INSURANCE CORP. · visionpremiums n/a · 26,551 covered
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 16,767 covered
COMPSYCHpremiums n/a · 17,045 covered
HARTFORD LIFE AND ACCIDENTpremiums n/a · 25,607 covered
ARAG INSURANCE COMPANYpremiums n/a · 6,938 covered
KAISER FOUNDATION HEALTH PLAN INC. · healthpremiums n/a · 918 covered
UNUM INSURANCE COMPANYpremiums n/a · 6,659 covered
UNUM INSURANCE COMPANYpremiums n/a · 5,039 covered
UNUM INSURANCE COMPANYpremiums n/a · 5,210 covered
ZURICH AMERICAN INSURANCE COMPANYpremiums n/a · 3,970 covered
KAISER FOUNDATION HEALTH PLAN, INC. · healthpremiums n/a · 2 covered
KAISER FOUNDATION HEALTH PLAN, INC. · healthpremiums n/a · 1,159 covered
Brokers & agents paid · 20254
WILLIS TOWERS WATSON SOUTHEAST$762,363 · incl $248,509 fees
MOSAIC GROUP SERVICES, LLC$175,215 · incl $175,215 fees
WILLIS TOWERS WATSON SOUTHEAST, INC$586,763 · incl $116,362 fees
Also brokered by Wtw5
Hub Group, Inc. IL$1,159,134

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 560223230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.