Form 5500 · Employee benefit plan · SOMERVILLE, TX
CITIZENS STATE BANK
CITIZENS STATE BANK of SOMERVILLE, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LPL FINANCIAL CORPORATION. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-0557930 · plan 002 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 163 | December | $20,125 |
Questions
Who is CITIZENS STATE BANK's benefits broker?
Per its most recent Form 5500 Schedule A, CITIZENS STATE BANK's broker of record is LPL FINANCIAL CORPORATION.
What insurance carrier does CITIZENS STATE BANK use?
CITIZENS STATE BANK's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.
When does CITIZENS STATE BANK's group plan renew?
The most recent Schedule A policy period for CITIZENS STATE 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 STATE BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.