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Sponsor portfolio

FIDELITY MANUFACTURING, LLC

EIN 47-1223897-machinery-Latest filing 2025
Plans
2
Retirement
1
$699K assets
Welfare
1
$1.8M premiums
Participants
676
1900 NE 25TH AVENUE - OCALA, FL 34470352-414-4700LinkedIn11-50 employeesmachinery
Plans on this EIN
2 filings
#001401k-$699K - 303 part#501Fully Insured-$1.8M - 378 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 378 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Other$181K
  • Life$139K
  • Short-term disability$139K
  • Long-term disability$139K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • USABLE LIFE8%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • STANDARD INSURANCE COMPANY2%
  • TRUSTMARK INSURANCE COMPANY0%
Total $1.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • GALLAGHER BENEFIT SERVICES, INC.95%
  • GIS BENEFITS INC5%
Total $138K2 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 MANUFACTURING, LLC 401(K) PLAN

401k

Assets$699K
Participants303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIDELITY MANUFACTURING, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF FLORIDA

Premiums$1.8M
Covered lives378
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIDELITY MANUFACTURING, LLC 401(K) PLAN401k$699K3032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIDELITY MANUFACTURING, LLC EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF FLORIDA$1.8M3782025
Retirement plans
Welfare plans
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