PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FIDELITONE LLC
Sponsor portfolioTH

FIDELITONE LLC

EIN 36-1616170-logistics and supply chain-Latest filing 2025
Plans
2
Retirement
1
$19.6M assets
Welfare
1
$615K premiums
Participants
1,129
1260 KARL CT. - WAUCONDA, IL 60084847-487-3300fidelitone.comLinkedIn501-1000 employeeslogistics and supply chain
Plans on this EIN
2 filings
#001401k-$19.6M - 753 part#501Mixed-$615K - 521 lives

Benefits portfolio analytics

1 plan / $615K premiums / 521 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$366K
  • Life$259K
  • Short-term disability$259K
  • Long-term disability$259K
  • Dental$218K
  • Vision$31K
Total $615K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY43%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA42%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • EYEMED VISION CARE5%
  • FIRST STOP HEALTH4%
Total $615K5 slices

Broker market share

Schedule A broker compensation

Split broker
102%top
  • LOCKTON COMPANIES, LLC102%
  • CHRISTENSEN GROUP INC-2%
Total $36K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FIDELITONE RETIREMENT SAVINGS PLAN

401k

Assets$19.6M
Participants753
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIDELITONE LLC EMPLOYEE BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$615K
Covered lives521
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIDELITONE RETIREMENT SAVINGS PLAN401k$19.6M7532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIDELITONE LLC EMPLOYEE BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$615K5212025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica