Assets by plan
Share of aggregate retirement assets
Filings through .
Fidelity House, Inc.
EIN 04-2499679Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$4.2M assets
Health & Benefits
1
$1.2M premiums
Participants
1,050
439 SOUTH UNION STREET, SUITE 40 - LAWRENCE, MA 01843978-685-9471
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $4.2M assets / 638 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.2M premiums / 411 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$972K
- Dental$129K
- Life$48K
- Other$48K
- Long-term disability$40K
- Vision$20K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
FIDELITY HOUSE, INC. 401(K) PLAN
401(k)
Assets$3.9M
Participants633
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
FIDELITY HOUSE, INC. 403(B) PLAN
401(k)
Assets$247K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
FIDELITY HOUSE, INC. FLEXIBLE BENEFITS PLAN
Mixed - COVERYS
Premiums$1.2M
Covered lives411
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FIDELITY HOUSE, INC. 401(K) PLAN | 401(k) | $3.9M | 633 | 2025 |
| #002 | FIDELITY HOUSE, INC. 403(B) PLAN | 401(k) | $247K | 5 | 2025 |
- #001 · 401(k) · 2025633
- #002 · 401(k) · 20255
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | FIDELITY HOUSE, INC. FLEXIBLE BENEFITS PLAN | Mixed | COVERYS | $1.2M | 411 | 2025 |
- #501 · Mixed · COVERYS · 2025411
Retirement plans
Health & Benefits plans