2023 Form 5500 filing — First Citizens Community Bank Group Insurance Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240813080700NAL0017884640001) for First Citizens Community Bank Group Insurance Plan, reported by First Citizens Community Bank under EIN 24-0652238 and plan number 501. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813080700NAL0017884640001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Citizens Community Bank
- EIN
- 24-0652238
- Plan number
- 501
- Location
- Mansfield, PA
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $397,665
- Total liabilities (EOY)
- $65,599
- Net assets (EOY)
- $332,066
- Employer contributions
- $2,597,742
- Participant contributions
- $654,227
- Total income / additions
- $3,255,067
- Benefits paid
- $2,605,694
- Administrative expenses
- $954,582
- Total expenses
- $3,560,276
- Net increase / (decrease)
- -$305,209
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Unimerica Insurance Company | NONE | $797,463 | not reported in the loaded dataset |
| Lr Webber Associates | NONE | $52,592 | not reported in the loaded dataset |
| The Benecon Group, Inc. | NONE | $48,742 | not reported in the loaded dataset |
| Highmark | NONE | $35,256 | not reported in the loaded dataset |
| Pbasc | NONE | $14,935 | not reported in the loaded dataset |