Form 5500 · Employee benefit plan · LAKE WALES, FL
CITIZENS BANK & TRUST
Public Form 5500 records show how CITIZENS BANK & TRUST (LAKE WALES, FL) structures its employee benefits. Its broker of record is FOUNDATION RISK PARTNERS. Coverage is written through GUARDIAN. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-0193780 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| GUARDIAN | Dental, Vision, Life, Disability | 193 | December | $19,264 |
Questions
Who is CITIZENS BANK & TRUST's benefits broker?
Per its most recent Form 5500 Schedule A, CITIZENS BANK & TRUST's broker of record is FOUNDATION RISK PARTNERS.
What insurance carrier does CITIZENS BANK & TRUST use?
CITIZENS BANK & TRUST's benefit plan is written through GUARDIAN.
When does CITIZENS BANK & TRUST's group plan renew?
The most recent Schedule A policy period for CITIZENS BANK & TRUST ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CITIZENS BANK & TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.