Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$199K
- Short-term disability$199K
- Long-term disability$199K
- Other$199K
- Dental$132K
- Vision$35K
Sponsor portfolioTH
FIDELITY DEPOSIT & DISCOUNT BANK
EIN 24-0578040Latest filing 2025
Plans
2
Retirement
1
$27.9M assets
Welfare
1
$366K premiums
Participants
647
101 NORTH BLAKELY STREET - DUNMORE, PA 18512570-342-8281
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $366K premiums / 336 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- AMERICAN UNITED LIFE INSURANCE COMPANY54%
- METROPOLITAN LIFE INSURANCE COMPANY36%
- FIDELITY SECURITY LIFE INSURANCE COMPANY10%
Broker market share
Schedule A broker compensation
70%top
- QUANTAS ADVISORS, LLC70%
- ZSH VENTURES LLC16%
- THE BENECON GROUP13%
- VARNEY & COMPANY BENEFITS ADVISORS1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FIDELITY DEPOSIT & DISCOUNT BANK PROFIT SHARING PLAN
401k
Assets$27.9M
Participants356
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE FIDELITY DEPOSIT AND DISCOUNT BANK GROUP HEALTH PLAN
Mixed - AMERICAN UNITED LIFE INSURANCE COMPANY
Premiums$366K
Covered lives336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FIDELITY DEPOSIT & DISCOUNT BANK PROFIT SHARING PLAN | 401k | $27.9M | 356 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE FIDELITY DEPOSIT AND DISCOUNT BANK GROUP HEALTH PLAN | Mixed | AMERICAN UNITED LIFE INSURANCE COMPANY | $366K | 336 | 2025 |
Retirement plans
Welfare plans