Form 5500 · Employee benefit plan · MOORESVILLE, IN
CITIZENS BANK
Public Form 5500 records show how CITIZENS BANK (MOORESVILLE, IN) structures its employee benefits. Its broker of record is ERTEL & COMPANY, INC.. Coverage is written through ANTHEM INSURANCE COMPANIES, INC. and 3 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-0227210 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. | Health, Dental, Vision | 177 | July | $29,557 |
| ANTHEM LIFE INSURANCE COMPANY | Life, Disability | 0 | July | $8,004 |
| ANTHEM INSURANCE COMPANIES, INC. | — | 0 | August | $1,381 |
| ANTHEM LIFE INSURANCE COMPANY | Life, Disability | 0 | August | $667 |
Questions
Who is CITIZENS BANK's benefits broker?
Per its most recent Form 5500 Schedule A, CITIZENS BANK's broker of record is ERTEL & COMPANY, INC..
What insurance carrier does CITIZENS BANK use?
CITIZENS BANK's benefit plan is written through ANTHEM INSURANCE COMPANIES, INC., among 4 disclosed carriers.
When does CITIZENS BANK's group plan renew?
The most recent Schedule A policy period for CITIZENS BANK ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CITIZENS BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.