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Sponsor portfolioWelfare / HealthEIN 42-1152423

FIDELITY COMPANY

208 2ND STREET SE · DYERSVILLE, IA 52040
5638757157
Plans filed
2
Years active
2015–2025
Industry
NAICS 55
Latest filing
2025
Total premiums (latest)
$241K
No prior year
Persons covered
287
No prior year
Total participants
248
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #503$241K
FIDELITY COMPANY EMPLOYEE BENEFITS PLAN
Fully insured287 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #502$0
FIDELITY COMPANY DENTAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$241K25.0%
Short-term disability$241K25.0%
Long-term disability$241K25.0%
Other$241K25.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$241K100.0%11287

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSWEST DES MOINES, IASUN LIFE ASSURANCE COMPANY OF CANADA$40K$0$40K100.0%1

History & trajectory

11 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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