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Form 5500 · Employee benefit plan · DUNLAP, TN

CITIZENS TRI-COUNTY BANK

CITIZENS TRI-COUNTY BANK's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is FINANCIAL PRODUCTS & SERVICES. Coverage is written through USABLE LIFE and 5 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 62-0875633 · plan 501 · as of Jul 2026

Participants
296
Carriers on file
6
Disclosed commissions
$31,194
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
USABLE LIFELife172December$11,054
BLUECROSS BLUESHIELD OF TENNESSEE, INC.Dental, Vision318December$10,344
STANDARD INSURANCE COMPANYLife256October$3,962
USABLE LIFE182December$2,722
UNICARE LIFE & HEALTH INSURANCE COMPANYLife1October$1,970
UNICARE LIFE & HEALTH INCLife267March$1,142

Questions

Who is CITIZENS TRI-COUNTY BANK's benefits broker?

Per its most recent Form 5500 Schedule A, CITIZENS TRI-COUNTY BANK's broker of record is FINANCIAL PRODUCTS & SERVICES.

What insurance carrier does CITIZENS TRI-COUNTY BANK use?

CITIZENS TRI-COUNTY BANK's benefit plan is written through USABLE LIFE, among 6 disclosed carriers.

When does CITIZENS TRI-COUNTY BANK's group plan renew?

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