Assets by plan
Share of aggregate retirement assets
Filings through .
Fidelity Bank
EIN 72-0184470bankingLatest filing 2025
Plans
3
Retirement
2
$59.7M assets
Health & Benefits
1
$638K premiums
Participants
955
830 W. CAUSEWAY APPROACH - MANDEVILLE, LA 70471985-612-2144bankwithfidelity.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $59.7M assets / 635 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $638K premiums / 605 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$358K
- Short-term disability$358K
- Long-term disability$358K
- Other$358K
- Dental$280K
- Vision$280K
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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
FIDELITY BANK 401(K) RETIREMENT PLAN
401(k)
Assets$39.3M
Participants345
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
FIDELITY BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$20.4M
Participants290
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
FIDELITY BANK HEALTH AND WELFARE PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$638K
Covered lives605
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | FIDELITY BANK 401(K) RETIREMENT PLAN | 401(k) | $39.3M | 345 | 2025 |
| #004 | FIDELITY BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $20.4M | 290 | 2025 |
- #003 · 401(k) · 2025345
- #004 · ESOP · 2025290
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | FIDELITY BANK HEALTH AND WELFARE PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $638K | 605 | 2025 |
- #501 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 2025605
Retirement plans
Health & Benefits plans