Form 5500 · Employee benefit plan · ONTARIO, CA
CITIZENS BUSINESS BANK
Public Form 5500 records show how CITIZENS BUSINESS BANK (ONTARIO, CA) structures its employee benefits. Its broker of record is BOLTON INSURANCE SERVICES LLC. Coverage is written through BLUE CROSS OF CALIFORNIA and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3629339 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health, Dental, Vision | 1,734 | December | $306,422 |
| STANDARD INSURANCE COMPANY | Life, Disability | 1,007 | December | $76,110 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 269 | December | $72,047 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 282 | December | $13,638 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 36 | December | $10,691 |
| ANTHEM LIFE INSURANCE COMPANY | Life, Disability | 1,004 | March | $7,702 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 120 | December | $4,475 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 230 | December | $4,086 |
Questions
Who is CITIZENS BUSINESS BANK's benefits broker?
Per its most recent Form 5500 Schedule A, CITIZENS BUSINESS BANK's broker of record is BOLTON INSURANCE SERVICES LLC.
What insurance carrier does CITIZENS BUSINESS BANK use?
CITIZENS BUSINESS BANK's benefit plan is written through BLUE CROSS OF CALIFORNIA, among 8 disclosed carriers.
When does CITIZENS BUSINESS BANK's group plan renew?
The most recent Schedule A policy period for CITIZENS BUSINESS BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CITIZENS BUSINESS BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.