401k Plan data: THE CITIZENS, INC. PROFIT SHARING PLAN plan

THE CITIZENS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE CITIZENS, INC. PROFIT SHARING PLAN
Plan identification number	001

THE CITIZENS, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CITIZENS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CITIZENS, INC.

Employer identification number (EIN): 840755371

NAIC Classification: 524140

Additional information about CITIZENS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1980-05-19

Company Identification Number: 670500

Legal Registered Office Address: 105 SOUTH NARCISSIS AVE.

WEST PALM BEACH

33401

More information about CITIZENS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CITIZENS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 SCOTT BUCHHOLTZ
001 2016-01-01 DAVID JORGENSEN SCOTT BUCHHOLTZ 2017-10-13
001 2016-01-01 KAY OSBOURN 2017-02-15
001 2015-01-01 SARAH MORRIS KAY OSBOURN 2016-08-01
001 2014-01-01 SARAH MORRIS KAY OSBOURN 2015-07-30
001 2013-01-01 SARAH MORRIS KAY OSBOURN 2014-09-25
001 2012-01-01 SARAH MORRIS KAY OSBOURN 2013-10-14
001 2011-01-01 ROBERT E. RAINEY, JR. KAY OSBOURN 2012-10-09
001 2009-01-01 RAY RILEY KAY OSBOURN 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	SCOTT BUCHHOLTZ
001	2016-01-01	DAVID JORGENSEN	SCOTT BUCHHOLTZ	2017-10-13
001	2016-01-01		KAY OSBOURN	2017-02-15
001	2015-01-01	SARAH MORRIS	KAY OSBOURN	2016-08-01
001	2014-01-01	SARAH MORRIS	KAY OSBOURN	2015-07-30
001	2013-01-01	SARAH MORRIS	KAY OSBOURN	2014-09-25
001	2012-01-01	SARAH MORRIS	KAY OSBOURN	2013-10-14
001	2011-01-01	ROBERT E. RAINEY, JR.	KAY OSBOURN	2012-10-09
001	2009-01-01	RAY RILEY	KAY OSBOURN	2010-10-14

Plan Statistics for THE CITIZENS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for THE CITIZENS, INC. PROFIT SHARING PLAN

Measure Date Value
2023: THE CITIZENS, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 295
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 220
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 96
Total of all active and inactive participants 2023-01-01 316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 3
Total participants 2023-01-01 319
Number of participants with account balances 2023-01-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 29
2022: THE CITIZENS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 323
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 206
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 86
Total of all active and inactive participants 2022-01-01 292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 295
Number of participants with account balances 2022-01-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE CITIZENS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 330
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 201
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 104
Total of all active and inactive participants 2021-01-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 308
Number of participants with account balances 2021-01-01 303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 35
2020: THE CITIZENS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 592
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 221
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 93
Total of all active and inactive participants 2020-01-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 317
Number of participants with account balances 2020-01-01 304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 69
2019: THE CITIZENS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 449
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 478
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 90
Total of all active and inactive participants 2019-01-01 568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 568
Number of participants with account balances 2019-01-01 524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 14
2018: THE CITIZENS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 458
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 389
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 58
Total of all active and inactive participants 2018-01-01 449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 449
Number of participants with account balances 2018-01-01 436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 54
2017: THE CITIZENS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 456
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 414
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 43
Total of all active and inactive participants 2017-01-01 457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 457
Number of participants with account balances 2017-01-01 441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 70
2016: THE CITIZENS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 512
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 408
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 38
Total of all active and inactive participants 2016-01-01 446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 446
Number of participants with account balances 2016-01-01 425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 42
2015: THE CITIZENS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 449
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 382
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 52
Total of all active and inactive participants 2015-01-01 434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 434
Number of participants with account balances 2015-01-01 421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 46
2014: THE CITIZENS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 449
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 384
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 62
Total of all active and inactive participants 2014-01-01 446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 446
Number of participants with account balances 2014-01-01 430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 53
2013: THE CITIZENS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 507
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 397
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 51
Total of all active and inactive participants 2013-01-01 448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 449
Number of participants with account balances 2013-01-01 441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 41
2012: THE CITIZENS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 571
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 390
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 116
Total of all active and inactive participants 2012-01-01 506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 507
Number of participants with account balances 2012-01-01 497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 55
2011: THE CITIZENS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 551
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 404
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 165
Total of all active and inactive participants 2011-01-01 569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 571
Number of participants with account balances 2011-01-01 560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 59
2009: THE CITIZENS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 511
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 412
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 116
Total of all active and inactive participants 2009-01-01 528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 530
Number of participants with account balances 2009-01-01 522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 54

Measure	Date	Value
2023: THE CITIZENS, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	295
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	220
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	96
Total of all active and inactive participants	2023-01-01	316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	3
Total participants	2023-01-01	319
Number of participants with account balances	2023-01-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	29
2022: THE CITIZENS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	323
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	206
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	86
Total of all active and inactive participants	2022-01-01	292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	295
Number of participants with account balances	2022-01-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE CITIZENS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	330
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	201
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	104
Total of all active and inactive participants	2021-01-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	308
Number of participants with account balances	2021-01-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	35
2020: THE CITIZENS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	592
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	221
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	93
Total of all active and inactive participants	2020-01-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	317
Number of participants with account balances	2020-01-01	304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	69
2019: THE CITIZENS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	449
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	478
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	90
Total of all active and inactive participants	2019-01-01	568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	568
Number of participants with account balances	2019-01-01	524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	14
2018: THE CITIZENS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	458
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	389
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	58
Total of all active and inactive participants	2018-01-01	449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	449
Number of participants with account balances	2018-01-01	436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	54
2017: THE CITIZENS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	456
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	414
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	43
Total of all active and inactive participants	2017-01-01	457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	457
Number of participants with account balances	2017-01-01	441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	70
2016: THE CITIZENS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	512
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	408
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	38
Total of all active and inactive participants	2016-01-01	446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	446
Number of participants with account balances	2016-01-01	425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	42
2015: THE CITIZENS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	449
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	382
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	52
Total of all active and inactive participants	2015-01-01	434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	434
Number of participants with account balances	2015-01-01	421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	46
2014: THE CITIZENS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	449
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	384
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	62
Total of all active and inactive participants	2014-01-01	446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	446
Number of participants with account balances	2014-01-01	430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	53
2013: THE CITIZENS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	507
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	397
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	51
Total of all active and inactive participants	2013-01-01	448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	449
Number of participants with account balances	2013-01-01	441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	41
2012: THE CITIZENS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	571
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	390
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	116
Total of all active and inactive participants	2012-01-01	506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	507
Number of participants with account balances	2012-01-01	497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	55
2011: THE CITIZENS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	551
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	404
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	165
Total of all active and inactive participants	2011-01-01	569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	571
Number of participants with account balances	2011-01-01	560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	59
2009: THE CITIZENS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	511
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	412
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	116
Total of all active and inactive participants	2009-01-01	528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	530
Number of participants with account balances	2009-01-01	522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	54

Financial Data on THE CITIZENS, INC. PROFIT SHARING PLAN

Measure	Date	Value
2023 : THE CITIZENS, INC. PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$3,953,860
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,004,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$965,837
Value of total corrective distributions	2023-12-31	$779
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,193,623
Value of total assets at end of year	2023-12-31	$13,127,442
Value of total assets at beginning of year	2023-12-31	$10,178,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$37,830
Total interest from all sources	2023-12-31	$10,338
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$258,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$258,910
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,225,835
Participant contributions at end of year	2023-12-31	$180,438
Participant contributions at beginning of year	2023-12-31	$139,812
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$276,373
Other income not declared elsewhere	2023-12-31	$1,470,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$2,949,414
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$13,127,442
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$10,178,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$12,377,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$9,462,238
Interest on participant loans	2023-12-31	$10,338
Value of interest in common/collective trusts at end of year	2023-12-31	$569,853
Value of interest in common/collective trusts at beginning of year	2023-12-31	$575,978
Net investment gain or loss from common/collective trusts	2023-12-31	$20,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$691,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$965,837
Contract administrator fees	2023-12-31	$37,830
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BAUER AND COMPANY, LLC
Accountancy firm EIN	2023-12-31	471743368
2022 : THE CITIZENS, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-192,380
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,861,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,823,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,704,083
Value of total assets at end of year	2022-12-31	$10,178,028
Value of total assets at beginning of year	2022-12-31	$12,232,074
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$38,239
Total interest from all sources	2022-12-31	$6,624
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$202,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$202,537
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,101,763
Participant contributions at end of year	2022-12-31	$139,812
Participant contributions at beginning of year	2022-12-31	$178,534
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$42,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,054,046
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,178,028
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,232,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,462,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,542,493
Interest on participant loans	2022-12-31	$6,624
Value of interest in common/collective trusts at end of year	2022-12-31	$575,978
Value of interest in common/collective trusts at beginning of year	2022-12-31	$511,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,111,989
Net investment gain or loss from common/collective trusts	2022-12-31	$6,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$559,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,823,427
Contract administrator fees	2022-12-31	$38,239
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAUER AND COMPANY, LLC
Accountancy firm EIN	2022-12-31	471743368
2021 : THE CITIZENS, INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,002,555
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,229,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,192,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,725,004
Value of total assets at end of year	2021-12-31	$12,232,074
Value of total assets at beginning of year	2021-12-31	$10,459,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$37,156
Total interest from all sources	2021-12-31	$10,002
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$175,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$175,010
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,020,772
Participant contributions at end of year	2021-12-31	$178,534
Participant contributions at beginning of year	2021-12-31	$173,065
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$139,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,772,570
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,232,074
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,459,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,542,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,648,278
Interest on participant loans	2021-12-31	$10,002
Value of interest in common/collective trusts at end of year	2021-12-31	$511,047
Value of interest in common/collective trusts at beginning of year	2021-12-31	$638,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,082,422
Net investment gain or loss from common/collective trusts	2021-12-31	$10,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$564,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,192,829
Contract administrator fees	2021-12-31	$37,156
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	CHERRY BEKAERT LLP
Accountancy firm EIN	2021-12-31	560574444
2020 : THE CITIZENS, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,422,641
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,897,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,887,930
Value of total corrective distributions	2020-12-31	$1,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,105,691
Value of total assets at end of year	2020-12-31	$10,459,504
Value of total assets at beginning of year	2020-12-31	$9,934,785
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,905
Total interest from all sources	2020-12-31	$15,191
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$150,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$150,412
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,069,374
Participant contributions at end of year	2020-12-31	$173,065
Participant contributions at beginning of year	2020-12-31	$339,283
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$359,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$524,719
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,459,504
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,934,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,648,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,009,090
Interest on participant loans	2020-12-31	$15,191
Value of interest in common/collective trusts at end of year	2020-12-31	$638,161
Value of interest in common/collective trusts at beginning of year	2020-12-31	$586,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,138,698
Net investment gain or loss from common/collective trusts	2020-12-31	$12,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$677,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,887,930
Contract administrator fees	2020-12-31	$8,905
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CHERRY BEKAERT LLP
Accountancy firm EIN	2020-12-31	560574444
2019 : THE CITIZENS, INC. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,991,846
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,036,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,004,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,168,413
Value of total assets at end of year	2019-12-31	$9,934,785
Value of total assets at beginning of year	2019-12-31	$9,979,275
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$31,644
Total interest from all sources	2019-12-31	$19,436
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$229,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$229,546
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,260,354
Participant contributions at end of year	2019-12-31	$339,283
Participant contributions at beginning of year	2019-12-31	$324,641
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$123,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-44,490
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,934,785
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,979,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,009,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,946,324
Interest on participant loans	2019-12-31	$19,436
Value of interest in common/collective trusts at end of year	2019-12-31	$586,412
Value of interest in common/collective trusts at beginning of year	2019-12-31	$708,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,592,296
Net investment gain or loss from common/collective trusts	2019-12-31	$-17,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$784,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,004,692
Contract administrator fees	2019-12-31	$31,644
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CHERRY BEKAERT LLP
Accountancy firm EIN	2019-12-31	560574444
2018 : THE CITIZENS, INC. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,202,941
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,744,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,668,854
Value of total corrective distributions	2018-12-31	$18,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,721,585
Value of total assets at end of year	2018-12-31	$9,979,275
Value of total assets at beginning of year	2018-12-31	$10,521,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$57,768
Total interest from all sources	2018-12-31	$14,304
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$375,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$375,764
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,030,040
Participant contributions at end of year	2018-12-31	$324,641
Participant contributions at beginning of year	2018-12-31	$256,782
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$18,660
Other income not declared elsewhere	2018-12-31	$1,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-542,016
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,979,275
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,521,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$8,946,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,097,199
Interest on participant loans	2018-12-31	$14,304
Value of interest in common/collective trusts at end of year	2018-12-31	$708,310
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,167,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-925,118
Net investment gain or loss from common/collective trusts	2018-12-31	$15,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$672,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,668,854
Contract administrator fees	2018-12-31	$57,768
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PMB HELIN DONOVAN LLP
Accountancy firm EIN	2018-12-31	743001153
2017 : THE CITIZENS, INC. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,032,845
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,814,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,759,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,750,570
Value of total assets at end of year	2017-12-31	$10,521,291
Value of total assets at beginning of year	2017-12-31	$10,302,515
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$54,568
Total interest from all sources	2017-12-31	$11,701
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$236,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$236,856
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,021,322
Participant contributions at end of year	2017-12-31	$256,782
Participant contributions at beginning of year	2017-12-31	$248,441
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$12,644
Other income not declared elsewhere	2017-12-31	$1,340
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$6,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$218,776
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,521,291
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,302,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,097,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,034,640
Interest on participant loans	2017-12-31	$11,701
Value of interest in common/collective trusts at end of year	2017-12-31	$1,167,310
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,013,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,010,911
Net investment gain or loss from common/collective trusts	2017-12-31	$21,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$716,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,759,501
Contract administrator fees	2017-12-31	$54,568
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PMB HELIN DONOVAN LLP
Accountancy firm EIN	2017-12-31	743001153
2016 : THE CITIZENS, INC. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,880,148
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$770,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$762,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,262,160
Value of total assets at end of year	2016-12-31	$10,302,515
Value of total assets at beginning of year	2016-12-31	$9,193,358
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,973
Total interest from all sources	2016-12-31	$5,412
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$202,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$202,705
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$657,345
Participant contributions at end of year	2016-12-31	$248,441
Participant contributions at beginning of year	2016-12-31	$56,443
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$5,388,867
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$97,634
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$104,812
Other income not declared elsewhere	2016-12-31	$136
Total non interest bearing cash at end of year	2016-12-31	$6,161
Total non interest bearing cash at beginning of year	2016-12-31	$9,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,109,157
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,302,515
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,193,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,034,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,745,119
Interest on participant loans	2016-12-31	$5,412
Value of interest in common/collective trusts at end of year	2016-12-31	$2,013,273
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$794,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$794,673
Asset value of US Government securities at end of year	2016-12-31	$0
Asset value of US Government securities at beginning of year	2016-12-31	$152,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$387,095
Net investment gain or loss from common/collective trusts	2016-12-31	$22,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$507,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$762,018
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$941,830
Contract administrator fees	2016-12-31	$8,973
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PMB HELIN DONOVAN LLP
Accountancy firm EIN	2016-12-31	743001153
Unrealized appreciation/depreciation of real estate assets	2016-04-29	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-04-29	$-226,056
Total unrealized appreciation/depreciation of assets	2016-04-29	$-226,056
Total transfer of assets to this plan	2016-04-29	$0
Total transfer of assets from this plan	2016-04-29	$9,327,427
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-04-29	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-04-29	$0
Expenses. Interest paid	2016-04-29	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-04-29	$0
Total income from all sources (including contributions)	2016-04-29	$246,174
Total loss/gain on sale of assets	2016-04-29	$351,346
Total of all expenses incurred	2016-04-29	$112,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-04-29	$73,496
Expenses. Certain deemed distributions of participant loans	2016-04-29	$0
Value of total corrective distributions	2016-04-29	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-04-29	$0
Value of total assets at end of year	2016-04-29	$0
Value of total assets at beginning of year	2016-04-29	$9,193,358
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-04-29	$38,609
Total income from rents	2016-04-29	$0
Total interest from all sources	2016-04-29	$102,012
Total dividends received (eg from common stock, registered investment company shares)	2016-04-29	$14,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-04-29	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-04-29	$0
Administrative expenses professional fees incurred	2016-04-29	$34,358
Was this plan covered by a fidelity bond	2016-04-29	Yes
Value of fidelity bond cover	2016-04-29	$1,250,000
If this is an individual account plan, was there a blackout period	2016-04-29	No
Were there any nonexempt tranactions with any party-in-interest	2016-04-29	No
Contributions received from participants	2016-04-29	$0
Participant contributions at end of year	2016-04-29	$0
Participant contributions at beginning of year	2016-04-29	$56,443
Assets. Other investments not covered elsewhere at end of year	2016-04-29	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-04-29	$5,388,867
Income. Received or receivable in cash from other sources (including rollovers)	2016-04-29	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-04-29	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-04-29	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-04-29	$104,812
Other income not declared elsewhere	2016-04-29	$4,102
Administrative expenses (other) incurred	2016-04-29	$4,251
Total non interest bearing cash at end of year	2016-04-29	$0
Total non interest bearing cash at beginning of year	2016-04-29	$9,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-04-29	No
Income. Non cash contributions	2016-04-29	$0
Value of net income/loss	2016-04-29	$134,069
Value of net assets at end of year (total assets less liabilities)	2016-04-29	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-04-29	$9,193,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-04-29	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-04-29	No
Were any leases to which the plan was party in default or uncollectible	2016-04-29	No
Investment advisory and management fees	2016-04-29	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-04-29	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-04-29	$1,745,119
Interest on participant loans	2016-04-29	$0
Income. Interest from loans (other than to participants)	2016-04-29	$0
Interest earned on other investments	2016-04-29	$0
Income. Interest from US Government securities	2016-04-29	$100,840
Income. Interest from corporate debt instruments	2016-04-29	$965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-04-29	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-04-29	$794,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-04-29	$794,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-04-29	$207
Expenses. Payments to insurance carriers foe the provision of benefits	2016-04-29	$0
Asset value of US Government securities at end of year	2016-04-29	$0
Asset value of US Government securities at beginning of year	2016-04-29	$152,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-04-29	$0
Net investment gain/loss from pooled separate accounts	2016-04-29	$0
Net investment gain or loss from common/collective trusts	2016-04-29	$0
Net gain/loss from 103.12 investment entities	2016-04-29	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-04-29	No
Was there a failure to transmit to the plan any participant contributions	2016-04-29	No
Has the plan failed to provide any benefit when due under the plan	2016-04-29	No
Contributions received in cash from employer	2016-04-29	$0
Income. Dividends from preferred stock	2016-04-29	$0
Income. Dividends from common stock	2016-04-29	$14,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-04-29	$73,496
Asset. Corporate debt instrument debt (other) at end of year	2016-04-29	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-04-29	$941,830
Contract administrator fees	2016-04-29	$0
Liabilities. Value of benefit claims payable at end of year	2016-04-29	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-04-29	$0
Did the plan have assets held for investment	2016-04-29	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-04-29	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-04-29	Yes
Aggregate proceeds on sale of assets	2016-04-29	$351,346
Aggregate carrying amount (costs) on sale of assets	2016-04-29	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-04-29	No
Opinion of an independent qualified public accountant for this plan	2016-04-29	Unqualified
Accountancy firm name	2016-04-29	PMB HELIN DONOVAN LLP
Accountancy firm EIN	2016-04-29	743001153
2015 : THE CITIZENS, INC. PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-140,086
Total unrealized appreciation/depreciation of assets	2015-12-31	$-140,086
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$121,743
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$684,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$651,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$0
Value of total assets at end of year	2015-12-31	$9,193,358
Value of total assets at beginning of year	2015-12-31	$9,755,925
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$32,370
Total interest from all sources	2015-12-31	$317,738
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$82,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$32,370
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Participant contributions at end of year	2015-12-31	$56,443
Participant contributions at beginning of year	2015-12-31	$60,244
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$5,388,867
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$5,743,918
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$104,812
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$108,599
Total non interest bearing cash at end of year	2015-12-31	$9,316
Total non interest bearing cash at beginning of year	2015-12-31	$20,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-562,567
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,193,358
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,755,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,745,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,883,637
Interest on participant loans	2015-12-31	$2,622
Interest earned on other investments	2015-12-31	$-372
Income. Interest from US Government securities	2015-12-31	$315,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$794,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$113,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$113,696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$99
Asset value of US Government securities at end of year	2015-12-31	$152,298
Asset value of US Government securities at beginning of year	2015-12-31	$784,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-138,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$82,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$651,940
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$941,830
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$1,040,047
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	PMB HELIN DONOVAN LLP
Accountancy firm EIN	2015-12-31	743001153
2014 : THE CITIZENS, INC. PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$375,650
Total unrealized appreciation/depreciation of assets	2014-12-31	$375,650
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$5,882
Total income from all sources (including contributions)	2014-12-31	$1,772,058
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$427,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$394,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,000,000
Value of total assets at end of year	2014-12-31	$9,755,925
Value of total assets at beginning of year	2014-12-31	$8,417,091
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$33,173
Total interest from all sources	2014-12-31	$303,228
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$116,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$33,173
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Participant contributions at end of year	2014-12-31	$60,244
Participant contributions at beginning of year	2014-12-31	$27,254
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$5,743,918
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$4,680,238
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$108,599
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$86,073
Total non interest bearing cash at end of year	2014-12-31	$20,841
Total non interest bearing cash at beginning of year	2014-12-31	$56,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,344,716
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,755,925
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,411,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,883,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,906,937
Interest on participant loans	2014-12-31	$2,464
Interest earned on other investments	2014-12-31	$431
Income. Interest from US Government securities	2014-12-31	$300,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$113,696
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$210,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$210,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$58
Asset value of US Government securities at end of year	2014-12-31	$784,943
Asset value of US Government securities at beginning of year	2014-12-31	$798,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-23,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,000,000
Income. Dividends from common stock	2014-12-31	$116,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$394,169
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$1,040,047
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$651,784
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$5,882
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	PMB HELIN DONOVAN LLP
Accountancy firm EIN	2014-12-31	743001153
2013 : THE CITIZENS, INC. PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$-352,460
Total unrealized appreciation/depreciation of assets	2013-12-31	$-352,460
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$5,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$195,963
Total income from all sources (including contributions)	2013-12-31	$869,156
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$473,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$444,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$640,000
Value of total assets at end of year	2013-12-31	$8,417,091
Value of total assets at beginning of year	2013-12-31	$8,211,933
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$29,877
Total interest from all sources	2013-12-31	$253,213
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$29,877
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Participant contributions at end of year	2013-12-31	$27,254
Participant contributions at beginning of year	2013-12-31	$6,113
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$4,680,238
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$3,587,860
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$86,073
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$61,264
Liabilities. Value of operating payables at beginning of year	2013-12-31	$188,559
Total non interest bearing cash at end of year	2013-12-31	$56,091
Total non interest bearing cash at beginning of year	2013-12-31	$91,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$395,239
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,411,209
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,015,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,906,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,648,497
Interest on participant loans	2013-12-31	$495
Interest earned on other investments	2013-12-31	$34
Income. Interest from US Government securities	2013-12-31	$252,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$210,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$399,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$399,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$65
Asset value of US Government securities at end of year	2013-12-31	$798,579
Asset value of US Government securities at beginning of year	2013-12-31	$1,462,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$328,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$640,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$444,040
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$651,784
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$954,470
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$5,882
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$7,404
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	PMB HELIN DONOVAN LLP
Accountancy firm EIN	2013-12-31	743001153
2012 : THE CITIZENS, INC. PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$147,452
Total unrealized appreciation/depreciation of assets	2012-12-31	$147,452
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$195,963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$9,560
Total income from all sources (including contributions)	2012-12-31	$1,348,743
Total loss/gain on sale of assets	2012-12-31	$11,637
Total of all expenses incurred	2012-12-31	$589,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$555,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$800,000
Value of total assets at end of year	2012-12-31	$8,211,933
Value of total assets at beginning of year	2012-12-31	$7,266,695
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$33,945
Total interest from all sources	2012-12-31	$197,558
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Assets. Real estate other than employer real property at beginning of year	2012-12-31	$0
Administrative expenses professional fees incurred	2012-12-31	$33,945
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Participant contributions at end of year	2012-12-31	$6,113
Participant contributions at beginning of year	2012-12-31	$556
Participant contributions at beginning of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$3,587,860
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$61,264
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$56,849
Assets. Loans (other than to participants) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Liabilities. Value of operating payables at end of year	2012-12-31	$188,559
Liabilities. Value of operating payables at beginning of year	2012-12-31	$0
Total non interest bearing cash at end of year	2012-12-31	$91,585
Total non interest bearing cash at beginning of year	2012-12-31	$1,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$758,835
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,015,970
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,257,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,648,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,530,424
Interest earned on other investments	2012-12-31	$159
Income. Interest from US Government securities	2012-12-31	$197,204
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$399,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$27,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$27,940
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$195
Assets. Value of investments in 103.12 investment entities at beginning of year	2012-12-31	$0
Asset value of US Government securities at end of year	2012-12-31	$1,462,400
Asset value of US Government securities at beginning of year	2012-12-31	$3,506,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$192,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at beginning of year	2012-12-31	$0
Assets. Value of employer real property at beginning of year	2012-12-31	$0
Contributions received in cash from employer	2012-12-31	$800,000
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$555,963
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$954,470
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$2,142,454
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$7,404
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$9,560
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$3,896,852
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$3,885,215
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	PMB HELIN DONOVAN LLP
Accountancy firm EIN	2012-12-31	743001153
2011 : THE CITIZENS, INC. PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$191,344
Total unrealized appreciation/depreciation of assets	2011-12-31	$191,344
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$9,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$26,594
Total income from all sources (including contributions)	2011-12-31	$1,414,389
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$264,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$225,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,000,000
Value of total assets at end of year	2011-12-31	$7,266,695
Value of total assets at beginning of year	2011-12-31	$6,134,209
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$39,712
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$173,630
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$0
Assets. Real estate other than employer real property at end of year	2011-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2011-12-31	$0
Administrative expenses professional fees incurred	2011-12-31	$39,712
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$0
Participant contributions at end of year	2011-12-31	$556
Participant contributions at beginning of year	2011-12-31	$1,978
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$56,849
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$45,160
Assets. Loans (other than to participants) at end of year	2011-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$0
Liabilities. Value of operating payables at end of year	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$19,932
Total non interest bearing cash at end of year	2011-12-31	$1,887
Total non interest bearing cash at beginning of year	2011-12-31	$7,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$1,149,520
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,257,135
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,107,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at end of year	2011-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,530,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$867,699
Interest on participant loans	2011-12-31	$0
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$0
Income. Interest from US Government securities	2011-12-31	$173,323
Income. Interest from corporate debt instruments	2011-12-31	$0
Value of interest in master investment trust accounts at end of year	2011-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$27,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$34,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$34,328
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$307
Assets. Value of investments in 103.12 investment entities at end of year	2011-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Asset value of US Government securities at end of year	2011-12-31	$3,506,585
Asset value of US Government securities at beginning of year	2011-12-31	$4,593,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$49,415
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$0
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Assets. Value of employer real property at end of year	2011-12-31	$0
Assets. Value of employer real property at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$1,000,000
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$225,157
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$2,142,454
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$584,075
Contract administrator fees	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$9,560
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$6,662
Assets. Value of buildings and other operty used in plan operation at end of year	2011-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$2,781,250
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$2,781,250
Liabilities. Value of acquisition indebtedness at end of year	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	PMB HELIN DONOVAN LLP
Accountancy firm EIN	2011-12-31	743001153
2010 : THE CITIZENS, INC. PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$3,343
Total unrealized appreciation/depreciation of assets	2010-12-31	$3,343
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$26,594
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$177
Expenses. Interest paid	2010-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,268,222
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$347,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$322,299
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,000,000
Value of total assets at end of year	2010-12-31	$6,134,209
Value of total assets at beginning of year	2010-12-31	$5,186,946
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$25,077
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$187,617
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$0
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$25,077
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$1,978
Participant contributions at beginning of year	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$45,160
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$34,392
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at end of year	2010-12-31	$19,932
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$7,073
Total non interest bearing cash at beginning of year	2010-12-31	$29,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$920,846
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,107,615
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,186,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$867,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$540,438
Interest on participant loans	2010-12-31	$0
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$0
Income. Interest from US Government securities	2010-12-31	$186,495
Income. Interest from corporate debt instruments	2010-12-31	$0
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$34,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$505,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$505,815
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,122
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$4,593,896
Asset value of US Government securities at beginning of year	2010-12-31	$4,076,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$77,262
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at end of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$1,000,000
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$322,299
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$584,075
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Contract administrator fees	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$6,662
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$177
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$4,111,666
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$4,111,666
Liabilities. Value of acquisition indebtedness at end of year	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	PMB HELIN DONOVAN LLP
Accountancy firm EIN	2010-12-31	743001153
2009 : THE CITIZENS, INC. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE CITIZENS, INC. PROFIT SHARING PLAN

2023: THE CITIZENS, INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE CITIZENS, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE CITIZENS, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE CITIZENS, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE CITIZENS, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE CITIZENS, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE CITIZENS, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE CITIZENS, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE CITIZENS, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE CITIZENS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE CITIZENS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE CITIZENS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE CITIZENS, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE CITIZENS, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CITIZENS, INC.
Employer identification number (EIN):	840755371
NAIC Classification:	524140

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1980-05-19
Company Identification Number:	670500
Legal Registered Office Address:	105 SOUTH NARCISSIS AVE. WEST PALM BEACH 33401