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Sponsor portfolioTH

AMERICAN FIDELITY CORPORATION

EIN 73-0966202-insurance-Latest filing 2024
Plans
3
Retirement
1
$870.5M assets
Welfare
2
$5.9M premiums
Participants
12,690
9000 CAMERON PARKWAY - OKLAHOMA CITY, OK 731143701405-416-8594americanfidelity.comLinkedIn1001-5000 employeesinsurance
Plans on this EIN
3 filings
#002401k-$870.5M - 4,644 part#502Mixed-$5.9M - 4,868 lives#002Fully Insured-3 lives

Benefits portfolio analytics

2 plans / $5.9M premiums / 4,871 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$4.9M
  • Other$4.9M
  • Stop-loss$628K
  • Vision$349K
Total $5.9M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • AMERICAN FIDELITY ASSURANCE COMPANY83%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
  • VISION SERVICE PLAN6%
Total $5.9M3 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$5.9M
Covered lives4,868
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$5.9M4,8682024
002AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLANFully InsuredAMERICAN FIDELITY ASSURANCE COMPANY$032024
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