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Form 5500 · Employee benefit plan · ONTARIO, CA

CITIZENS BUSINESS BANK, N.A.

Public Form 5500 records show how CITIZENS BUSINESS BANK, N.A. (ONTARIO, CA) structures its employee benefits. Its broker of record is IMA, INC.. Coverage is written through BLUE CROSS OF CALIFORNIA and 9 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3629339 · plan 502 · as of Aug 2026

Participants
1,016
Carriers on file
10
Disclosed commissions
$579,773
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
BLUE CROSS OF CALIFORNIAHealth, Dental, Vision1,697December$9,654,771$385,716
KAISER FOUNDATION HEALTH PLAN, INC.Health218December$1,262,309$62,916
UNITED OF OMAHA LIFE INSURANCE COMPANYLife433December$346,163$51,924
UNITED OF OMAHA LIFE INSURANCE COMPANY208December$122,722$24,544
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability990December$137,323$20,598
KAISER FOUNDATION HEALTH PLAN, INC.Health40December$207,842$10,360
UNITED OF OMAHA LIFE INSURANCE COMPANY149December$38,260$7,652
UNITED OF OMAHA LIFE INSURANCE COMPANY294December$34,242$6,848
UNITED OF OMAHA LIFE INSURANCE COMPANYLife990December$41,120$6,168
MUTUAL OF OMAHA INSURANCE COMPANY379December$20,317$3,047

Questions

Who is CITIZENS BUSINESS BANK, N.A.'s benefits broker?

Per its most recent Form 5500 Schedule A, CITIZENS BUSINESS BANK, N.A.'s broker of record is IMA, INC..

What insurance carrier does CITIZENS BUSINESS BANK, N.A. use?

CITIZENS BUSINESS BANK, N.A.'s benefit plan is written through BLUE CROSS OF CALIFORNIA, among 10 disclosed carriers.

When does CITIZENS BUSINESS BANK, N.A.'s group plan renew?

The most recent Schedule A policy period for CITIZENS BUSINESS BANK, N.A. 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, N.A.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.