How many employer clients does First Citizens Investor Services, I have?

First Citizens Investor Services, I is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.

Who are First Citizens Investor Services, I's largest employer clients?

By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Principal Life Insurance Company (161,040 participants) and Cmac, Inc. (100 participants).

How much does First Citizens Investor Services, I earn in commissions?

Insurers reported $847 in broker commissions paid to First Citizens Investor Services, I for plan year 2025, per Schedule A Part 1.

Where is First Citizens Investor Services, I located?

First Citizens Investor Services, I is based in Raleigh, NC and has employer clients in 3 states.

Benefits Intelligence/Broker Directory/North Carolina

First Citizens Investor Services, I

Raleigh, NC

First Citizens Investor Services, I of Raleigh, NC is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $847 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$847

plan year 2025

Quick answer

First Citizens Investor Services, I (Raleigh, NC) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does First Citizens Investor Services, I have?: First Citizens Investor Services, I is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
Who are First Citizens Investor Services, I's largest employer clients?: By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Principal Life Insurance Company (161,040 participants) and Cmac, Inc. (100 participants).
How much does First Citizens Investor Services, I earn in commissions?: Insurers reported $847 in broker commissions paid to First Citizens Investor Services, I for plan year 2025, per Schedule A Part 1.
Where is First Citizens Investor Services, I located?: First Citizens Investor Services, I is based in Raleigh, NC and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming First Citizens Investor Services, I on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Futureplan Fiduciary Services, LLC	MA	196,164	2025-12-31
Principal Life Insurance Company	IA	161,040	2024-12-31
Cmac, Inc.	SC	100	2025-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.