Form 5500 · Employee benefit plan · RALEIGH, NC
FIRST-CITIZENS BANK & TRUST COMPANY
Public Form 5500 records show how FIRST-CITIZENS BANK & TRUST COMPANY (RALEIGH, NC) structures its employee benefits. Its broker of record is WILLIS TOWERS WATSON SOUTHEAST INC. Coverage is written through UNUM INSURANCE COMPANY and 11 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0223230 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM INSURANCE COMPANY | — | 5,039 | December | $1,459,923 | $321,199 |
| UNUM INSURANCE COMPANY | — | 6,659 | December | $875,289 | $192,655 |
| UNUM INSURANCE COMPANY | — | 5,210 | December | $789,396 | $173,624 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 1,159 | December | $7,903,986 | $118,043 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 918 | December | $6,538,743 | $97,614 |
| ARAG INSURANCE COMPANY | — | 6,938 | December | $620,641 | $80,683 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 3,970 | December | $32,420 | $6,484 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 2 | December | $12,437 | $437 |
| AMERITAS LIFE INSURANCE CORP. | Vision | 26,551 | December | $2,573,029 | $0 |
| HARTFORD LIFE AND ACCIDENT | — | 25,607 | December | $1,066,826 | $0 |
| COMPSYCH | — | 17,045 | December | $270,086 | $0 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 16,767 | December | $11,742,946 | $0 |
Questions
Who is FIRST-CITIZENS BANK & TRUST COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, FIRST-CITIZENS BANK & TRUST COMPANY's broker of record is WILLIS TOWERS WATSON SOUTHEAST INC.
What insurance carrier does FIRST-CITIZENS BANK & TRUST COMPANY use?
FIRST-CITIZENS BANK & TRUST COMPANY's benefit plan is written through UNUM INSURANCE COMPANY, among 12 disclosed carriers.
When does FIRST-CITIZENS BANK & TRUST COMPANY's group plan renew?
The most recent Schedule A policy period for FIRST-CITIZENS BANK & TRUST COMPANY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FIRST-CITIZENS BANK & TRUST COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.