PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Fidelity Talentsource, LLC
  • Benefits analytics
  • Plan summaries
  • Health & Benefits plans

Filings through Oct 24, 2026.

Fidelity Talentsource, LLC

EIN 04-3535482-financial services-Latest filing 2025
Plans
3
Retirement
0
Health & Benefits
3
$786K premiums
Participants
1,740
245 SUMMER STREET - BOSTON, MA 02210617-563-4915fidelitytalentsource.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
3 filings
#501Fully insured-$643K - 209 lives#502Fully insured-$114K - 647 lives#503Fully insured-$30K - 647 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Benefits portfolio analytics

3 plans / $786K premiums / 1,503 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$447K
  • Short-term disability$114K
  • Long-term disability$114K
  • Dental$81K
  • Health$69K
  • Life$48K
  • +2 more
Total $786K8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Health & Benefits#501

FIDELITYTALENTSOURCE, LLC GROUP HEALTH PLAN

Fully insured - RELIANCE STANDARD LIFE INSURANCE

Premiums$643K
Covered lives209
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

FIDELITY TALENT SOURCE, LLC GROUP DISABILITY PLAN

Fully insured - HARTFORD LIFE AND ACCIDENT

Premiums$114K
Covered lives647
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

FIDELITY TALENTSOURCE, LLC LIFE INSURANCE PLAN

Fully insured - HARTFORD LIFE AND ACCIDENT

Premiums$30K
Covered lives647
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501FIDELITYTALENTSOURCE, LLC GROUP HEALTH PLANFully insuredRELIANCE STANDARD LIFE INSURANCE$643K2092025
#502FIDELITY TALENT SOURCE, LLC GROUP DISABILITY PLANFully insuredHARTFORD LIFE AND ACCIDENT$114K6472025
#503FIDELITY TALENTSOURCE, LLC LIFE INSURANCE PLANFully insuredHARTFORD LIFE AND ACCIDENT$30K6472025
  • FIDELITYTALENTSOURCE, LLC GROUP HEALTH PLAN$643K
    #501 · Fully insured · RELIANCE STANDARD LIFE INSURANCE · 2025209
  • FIDELITY TALENT SOURCE, LLC GROUP DISABILITY PLAN$114K
    #502 · Fully insured · HARTFORD LIFE AND ACCIDENT · 2025647
  • FIDELITY TALENTSOURCE, LLC LIFE INSURANCE PLAN$30K
    #503 · Fully insured · HARTFORD LIFE AND ACCIDENT · 2025647
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica