Assets by plan
Share of aggregate retirement assets
- THE FIDELITY BANK (#003)$71.6M
- THE FIDELITY BANK (#002)$13.1M
Filings through .
Top hat
The Fidelity Bank
EIN 56-0132040bankingLatest filing 2025
Plans
9
Retirement
3
$124.7M assets
Health & Benefits
6
$448K premiums
Participants
3,339
Plans on this EIN
9 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 6 health and benefits plans.
Retirement portfolio analytics
3 plans aggregated / $124.7M assets / 943 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
6 plans / $448K premiums / 1,641 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$258K
- Other$258K
- Long-term disability$120K
- Vision$70K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
THE ENHANCED CAPITAL ACCUMULATION PLAN FOR THE EMPLOYEES OF THE FIDELITY BANK
401(k)
Assets$71.6M
Participants605
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
THE FIDELITY BANK PENSION PLAN
Traditional DB
Assets$40.0M
Participants288
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE CAPITAL ACCUMULATION PLAN FOR THE EMPLOYEES OF THE FIDELITY BANK
401(k)
Assets$13.1M
Participants50
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506
THE FIDELITY BANK GROUP LIFE & AD&D PLAN
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$258K
Covered lives543
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
THE FIDELITY BANK LONG TERM DISABILITY PLAN
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$120K
Covered lives543
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
THE FIDELITY BANK VISION PLAN
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$70K
Covered lives555
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
THE FIDELITY BANK GROUP HEALTH PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
THE FIDELITY BANK GROUP FSA PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
THE FIDELITY BANK DENTAL PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | THE ENHANCED CAPITAL ACCUMULATION PLAN FOR THE EMPLOYEES OF THE FIDELITY BANK | 401(k) | $71.6M | 605 | 2025 |
| #001 | THE FIDELITY BANK PENSION PLAN | Traditional DB | $40.0M | 288 | 2025 |
| #002 | THE CAPITAL ACCUMULATION PLAN FOR THE EMPLOYEES OF THE FIDELITY BANK | 401(k) | $13.1M | 50 | 2025 |
- #003 · 401(k) · 2025605
- #001 · Traditional DB · 2025288
- #002 · 401(k) · 202550
Health & Benefits plans
6 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #506 | THE FIDELITY BANK GROUP LIFE & AD&D PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $258K | 543 | 2025 |
| #503 | THE FIDELITY BANK LONG TERM DISABILITY PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $120K | 543 | 2025 |
| #505 | THE FIDELITY BANK VISION PLAN | Fully insured | METROPOLITAN LIFE INSURANCE COMPANY | $70K | 555 | 2025 |
| #501 | THE FIDELITY BANK GROUP HEALTH PLAN | Self-funded | - | $0 | 0 | 2025 |
| #502 | THE FIDELITY BANK GROUP FSA PLAN | Self-funded | - | $0 | 0 | 2025 |
| #504 | THE FIDELITY BANK DENTAL PLAN | Self-funded | - | $0 | 0 | 2025 |
- #506 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025543
- #503 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025543
- #505 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025555
- #501 · Self-funded · 20250
- #502 · Self-funded · 20250
- #504 · Self-funded · 20250
Retirement plans
Health & Benefits plans