PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FIDELITY BANK, N.A.
Sponsor portfolioTH

FIDELITY BANK, N.A.

EIN 48-0630879-Latest filing 2025
Plans
2
Retirement
1
$57.2M assets
Welfare
1
$773K premiums
Participants
993
100 EAST ENGLISH - WICHITA, KS 672023706316-291-5643
Plans on this EIN
2 filings
#001401k-$57.2M - 588 part#501Fully Insured-$773K - 393 lives

Benefits portfolio analytics

1 plan / $773K premiums / 393 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$415K
  • Other$415K
  • Short-term disability$407K
  • Long-term disability$407K
  • Dental$305K
  • Vision$54K
  • +1 more
Total $773K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA53%
  • DELTA DENTAL OF CALIFORNIA39%
  • SURENCY LIFE AND HEALTH7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $773K4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • IMA, INC.99%
  • SAMUEL A MCFALL0%
  • RODNEY G STORCK0%
  • BUKATY COMPANIES0%
  • WILLIAM L COEN JR0%
  • +3 more
Total $81K8 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 COMPANIES EMPLOYEE RETIREMENT PLAN

401k

Assets$57.2M
Participants588
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIDELITY BANK, N.A. HEALTH AND WELFARE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$773K
Covered lives393
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIDELITY COMPANIES EMPLOYEE RETIREMENT PLAN401k$57.2M5882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIDELITY BANK, N.A. HEALTH AND WELFARE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$773K3932025
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