Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE FIDELITY BANK
EIN 56-0132040bankingLatest filing 2025
Plans
9
Retirement
3
$124.7M assets
Welfare
6
$448K premiums
Participants
3,339
Retirement portfolio analytics
3 plans aggregated / $124.7M assets / 943 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
6 plans / $448K premiums / 1,641 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$258K
- Other$258K
- Long-term disability$120K
- Vision$70K
Carrier market share
Premium dollars by Schedule A carrier
84%top
- SUN LIFE ASSURANCE COMPANY OF CANADA84%
- METROPOLITAN LIFE INSURANCE COMPANY16%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE ENHANCED CAPITAL ACCUMULATION PLAN FOR THE EMPLOYEES OF THE FIDELITY BANK
401k
Assets$71.6M
Participants605
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE FIDELITY BANK PENSION PLAN
TraditionalDB
Assets$40.0M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE CAPITAL ACCUMULATION PLAN FOR THE EMPLOYEES OF THE FIDELITY BANK
401k
Assets$13.1M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
THE FIDELITY BANK GROUP LIFE & AD&D PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$258K
Covered lives543
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
THE FIDELITY BANK LONG TERM DISABILITY PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$120K
Covered lives543
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
THE FIDELITY BANK VISION PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$70K
Covered lives555
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
THE FIDELITY BANK GROUP HEALTH PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
THE FIDELITY BANK GROUP FSA PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
THE FIDELITY BANK DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE ENHANCED CAPITAL ACCUMULATION PLAN FOR THE EMPLOYEES OF THE FIDELITY BANK | 401k | $71.6M | 605 | 2025 | |
| 001 | THE FIDELITY BANK PENSION PLAN | TraditionalDB | $40.0M | 288 | 2025 | |
| 002 | THE CAPITAL ACCUMULATION PLAN FOR THE EMPLOYEES OF THE FIDELITY BANK | 401k | $13.1M | 50 | 2025 |
Welfare plans6
| 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 |
Retirement plans
Welfare plans