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Sponsor portfolioWelfare / HealthEIN 24-0578040

FIDELITY DEPOSIT & DISCOUNT BANK

101 NORTH BLAKELY STREET · DUNMORE, PA 18512
5703428281
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$366K
No prior year
Persons covered
336
No prior year
Total participants
291
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$366K
THE FIDELITY DEPOSIT AND DISCOUNT BANK GROUP HEALTH PLAN
Mixed336 covered·3 carriers
Primary: AMERICAN UNITED LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$199K20.7%
Short-term disability$199K20.7%
Long-term disability$199K20.7%
Other$199K20.7%
Dental$132K13.7%
Vision$35K3.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AMERICAN UNITED LIFE INSURANCE COMPANY
EIN 350145825
LSTDLTDOth
$199K54.4%11291
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$132K36.0%11291
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$35K9.6%11336

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
QUANTAS ADVISORS, LLCMIAMI, FLAMERICAN UNITED LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$15K$0$15K69.8%1
ZSH VENTURES LLCBIRMINGHAM, ALFSL$4K$0$4K16.3%1
THE BENECON GROUPLANCASTER, PAMETROPOLITAN LIFE INSURANCE COMPANY$3K$0$3K13.0%1
VARNEY & COMPANY BENEFITS ADVISORSHOLLIDAYSBURG, PAMETROPOLITAN LIFE INSURANCE COMPANY$191$0$1910.9%1

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
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