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  2. FIDELITY & GUARANTY LIFE BUSINESS SERVICES, INC.
Sponsor portfolioTH

FIDELITY & GUARANTY LIFE BUSINESS SERVICES, INC.

EIN 43-1914674-Latest filing 2025
Plans
3
Retirement
1
$177.2M assets
Welfare
2
$1.1M premiums
Participants
4,148
801 GRAND AVE., STE. 2600 - DES MOINES, IA 50309410-895-0070
Plans on this EIN
3 filings
#001401k-$177.2M - 1,611 part#501Mixed-$1.1M - 1,181 lives#505Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.1M premiums / 1,181 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$507K
  • Long-term disability$419K
  • Other$359K
  • Vision$133K
  • Health$30K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY86%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY12%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • HILB GROUP OF NEW ENGLAND75%
  • AP BENEFIT ADVISORS, LLC25%
Total $197K2 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

FIDELITY & GUARANTY LIFE 401(K) PLAN

401k

Assets$177.2M
Participants1,611
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIDELITY & GUARANTY LIFE BUSINESS SERVICES WELFARE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives1,181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

FIDELITY & GUARANTY LIFE BUSINESS SERVICES SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIDELITY & GUARANTY LIFE 401(K) PLAN401k$177.2M1,6112024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIDELITY & GUARANTY LIFE BUSINESS SERVICES WELFARE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.1M1,1812025
505FIDELITY & GUARANTY LIFE BUSINESS SERVICES SEVERANCE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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