Original filing (PDF)20251012084817NAL0000050963001

CIVISTA BANCSHARES, INC.

Name: CIVISTA BANCSHARES, INC. — PENSION PLAN FOR EMPLOYEES OF CIVISTA BANCSHARES, INC. AND ITS AFFILIATES, Form 5500 (2024)
Creator: CIVISTA BANCSHARES, INC.

Form 5500

FILING_RECEIVED

PENSION PLAN FOR EMPLOYEES OF CIVISTA BANCSHARES, INC. AND ITS AFFILIATES

Defined-benefit pension plan

Signals · 1

54% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

How this plan invests

This plan

1 pooled trust

Schedule D

6 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CIVISTA BANCSHARES, INC..

Plan sponsor

Name

CIVISTA BANCSHARES, INC.

EIN

34-1558688

Address

100 EAST WATER STREET · SANDUSKY, OH · 44870

Phone

(419) 625-4121

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-12

Pension benefit codes

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

PLANTE & MORAN PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
DIVERSIFIED INVESTMET ADVISORS	—	SANDUSKY, OH	NONE	$20K	—

Investments

6 direct securities · 1 pooled fund· $11.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$9.1M

6 holdings

Common Collective Trust

$2.5M

1 holding