Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIDELITY BANK
EIN 72-0184470bankingLatest filing 2025
Plans
3
Retirement
2
$58.2M assets
Welfare
1
$638K premiums
Participants
950
830 W. CAUSEWAY APPROACH - MANDEVILLE, LA 70471985-612-2144bankwithfidelity.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $58.2M assets / 630 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $638K premiums / 605 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
56%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY56%
- RELIANCEMATRIX44%
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
FIDELITY BANK 401(K) RETIREMENT PLAN
401k
Assets$39.3M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
FIDELITY BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$18.9M
Participants285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FIDELITY BANK HEALTH AND WELFARE PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$638K
Covered lives605
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | FIDELITY BANK 401(K) RETIREMENT PLAN | 401k | $39.3M | 345 | 2025 | |
| 004 | FIDELITY BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $18.9M | 285 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FIDELITY BANK HEALTH AND WELFARE PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $638K | 605 | 2025 |
Retirement plans
Welfare plans