PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. FMR LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 04-3532603

FMR LLC

245 SUMMER STREET V4E · BOSTON, MA 02210
6175631746
Plans filed
14
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$62.8M
No prior year
Persons covered
345,391
No prior year
Total participants
431,687
No prior year
Plans filed
14
No prior year

Plans under this sponsor

14 plans
Plan #504$39.1M
FIDELITY GROUP EMPLOYEES LIFE INSURANCE PLAN
Fully insured191,380 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #532$19.9M
FIDELITY GROUP VARIABLE LIFE INSURANCE PLAN
Fully insured85,612 covered·1 carrier
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA
Plan #503$18.0M
FIDELITY GROUP EMPLOYEES DISABILITY PLAN
Fully insured68,631 covered·1 carrier
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA
Plan #585$2.9M
FIDELITY GROUP LEGAL PLAN
Fully insured14,696 covered·1 carrier
Primary: METROPOLITAN GENERAL INSURANCE COMPANY
Plan #550$2.3M
FIDELITY GROUP LONG-TERM CARE INSURANCE PLAN
Fully insured1,652 covered·1 carrier
Primary: JOHN HANCOCK LIFE INSURANCE COMPANY
Plan #530$416K
FIDELITY GROUP EMPLOYEES SHORT-TERM DISABILITY PLAN
Fully insured1,516 covered·2 carriers
Primary: PRUDENTIAL INSURANCE COMAPNY OF AMERICA
Plan #501$60K
FIDELITY EMPLOYEES BUSINESS TRAVEL EMERGENCY MEDICAL PLAN
Fully insured67,516 covered·1 carrier
Primary: ACE AMERICAN INSURANCE COMPANY
Plan #506$0
FIDELITY GROUP EMPLOYEES MEDICAL, DENTAL AND CAFETERIA PLAN
Self-funded0 covered·0 carriers
Plan #508$0
FIDELITY HEALTH CARE ACCESS PLAN
Self-funded0 covered·0 carriers
Plan #520$0
FIDELITY SEVERANCE PLAN
Self-funded0 covered·0 carriers
Plan #561$0
FIDELITY RETIREE HEALTH REIMBURSEMENT PLAN
Self-funded0 covered·0 carriers
Plan #580$0
FIDELITY 2017 VOLUNTARY BUYOUT OPPORTUNITY PLAN
Self-funded0 covered·0 carriers
Plan #581$0
FIDELITY 2021 VOLUNTARY BUYOUT OPPORTUNITY PLAN
Self-funded0 covered·0 carriers
Plan #560$0
HEALTH & WELLNESS PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$39.1M48.2%
Short-term disability$18.4M22.6%
Long-term disability$18.0M22.1%
Other$5.7M7.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LOth
$42.0M66.9%22206,076
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
STDLTDOth
$18.4M29.3%2370,147
JOHN HANCOCK LIFE INSURANCE COMPANY
EIN 010233346
Oth
$2.3M3.7%111,652
ACE AMERICAN INSURANCE COMPANY
EIN 952371728
Oth
$60K0.1%1167,516

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SEDGWICK CLAIMS MANAGEMENT SERVICESMEMPHIS, TNPRUDENTIAL INSURANCE COMAPNY OF AMERICA$0$3.7M$3.7M82.1%1
FIDELITY HEALTH INSURANCE SERVICESWOBURN, MAMETROPOLITAN LIFE INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY$277K$530K$807K17.9%2

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica