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Form 5500 · Employee benefit plan · THE VILLAGES, FL

CITIZENS FIRST BANK

Public Form 5500 records show how CITIZENS FIRST BANK (THE VILLAGES, FL) structures its employee benefits. Its broker of record is STEALTH PARTNER GROUP. Coverage is written through BERKLEY LIFE AND HEALTH INSURANCE CO. and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-3018034 · plan 501 · as of Jul 2026

Participants
387
Carriers on file
3
Disclosed commissions
$83,885
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BERKLEY LIFE AND HEALTH INSURANCE CO.Stop-loss319December$33,952
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability377December$33,451
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision301December$16,482

Questions

Who is CITIZENS FIRST BANK's benefits broker?

Per its most recent Form 5500 Schedule A, CITIZENS FIRST BANK's broker of record is STEALTH PARTNER GROUP.

What insurance carrier does CITIZENS FIRST BANK use?

CITIZENS FIRST BANK's benefit plan is written through BERKLEY LIFE AND HEALTH INSURANCE CO., among 3 disclosed carriers.

When does CITIZENS FIRST BANK's group plan renew?

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