# THE FIDELITY BANK LONG TERM DISABILITY PLAN

Health and welfare plan sponsored by **FIDELITY BANK**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | FIDELITY BANK |
| EIN | 560132040 |
| Plan number | 503 |
| Plan year | 2025 |
| Location | FUQUAY VARINA, NC |
| Industry | banking |
| Funding | fully insured |
| Total premiums | $120K |
| Participants | 543 |
| Persons covered | 543 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| SUN LIFE FINANCIAL | LTD |

## Brokers

| Broker | Placed with |
|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | SUN LIFE ASSURANCE COMPANY OF CANADA |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/560132040-503
- Cite as: PlanOptica, https://planoptica.com/welfare/560132040-503
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers