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Sponsor portfolioTH

AMERICAN FIDELITY CORPORATION

EIN 73-0966202-insurance-Latest filing 2025
Plans
3
Retirement
1
$870.5M assets
Welfare
2
$4.1M premiums
Participants
12,753
PO BOX 25523 - OKLAHOMA CITY, OK 731250523405-212-2500americanfidelity.comLinkedIn1001-5000 employeesinsurance
Plans on this EIN
3 filings
#002401k-$870.5M - 4,644 part#502Mixed-$4.1M - 4,968 lives#002Fully Insured-3 lives

Benefits portfolio analytics

2 plans / $4.1M premiums / 4,971 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$3.1M
  • Other$3.1M
  • Stop-loss$670K
  • Vision$360K
Total $4.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • AMERICAN FIDELITY ASSURANCE COMPANY75%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY16%
  • VISION SERVICE PLAN9%
Total $4.1M3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN

401k

Assets$870.5M
Participants4,644
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AMERICAN FIDELITY CORPORATION FLEXIBLE BENEFIT PLAN

Mixed - AMERICAN FIDELITY ASSURANCE COMPANY

Premiums$4.1M
Covered lives4,968
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#002

AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN

Fully Insured - AMERICAN FIDELITY ASSURANCE COMPANY

Premiums$0
Covered lives3
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN401k$870.5M4,6442024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AMERICAN FIDELITY CORPORATION FLEXIBLE BENEFIT PLANMixedAMERICAN FIDELITY ASSURANCE COMPANY$4.1M4,9682025
002AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLANFully InsuredAMERICAN FIDELITY ASSURANCE COMPANY$032024
Retirement plans
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