Citizens First Bank Welfare Benefits Plan — Form 5500 plan (Citizens First Bank)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Citizens First Bank Welfare Benefits Plan is a benefit plan reported by Citizens First Bank under EIN 59-3018034 and plan number 501. The latest loaded filing year is 2023. The filing reports 379 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Citizens First Bank
- EIN
- 59-3018034
- Plan number
- 501
- Plan type
- 2
- Location
- The Villages, FL
- Latest filing year
- 2023
- Participants
- 379
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 379 | C | 20240731124424NAL0022228177001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc. | CLAIMS PROCESSOR | $350,384 | $32,416 | 2023 |
| Baldwin Krystyn Sherman Partners Ll | BROKER | $135,730 | not reported in the loaded dataset | 2023 |