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Sponsor portfolioWelfare / HealthEIN 56-0132040
FIDELITY BANK
PO BOX 8 · FUQUAY VARINA, NC 27526
9195522242
- Plans filed
- 6
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$448K
No prior year
Persons covered
1,641
No prior year
Total participants
2,396
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #506$258K
THE FIDELITY BANK GROUP LIFE & AD&D PLAN
Fully insured543 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #503$120K
THE FIDELITY BANK LONG TERM DISABILITY PLAN
Fully insured543 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #505$70K
THE FIDELITY BANK VISION PLAN
Fully insured555 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #501$0
THE FIDELITY BANK GROUP HEALTH PLAN
Self-funded0 covered·0 carriers
Plan #502$0
THE FIDELITY BANK GROUP FSA PLAN
Self-funded0 covered·0 carriers
Plan #504$0
THE FIDELITY BANK DENTAL PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $258K | 36.5% | |
| Other | $258K | 36.5% | |
| Long-term disability | $120K | 17.0% | |
| Vision | $70K | 10.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LLTDOth | $377K | 84.3% | 2 | 2 | 1,086 |
EIN 135581829 | V | $70K | 15.7% | 1 | 1 | 555 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | ROLLING MEADOWS, IL | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $7K | $7K | 100.0% | 2 |
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