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Sponsor portfolioWelfare / HealthEIN 72-0184470
FIDELITY BANK
830 WEST CAUSEWAY APPROACH · MANDEVILLE, LA 70471
9856122144
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$638K
No prior year
Persons covered
605
No prior year
Total participants
320
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $358K | 18.0% | |
| Short-term disability | $358K | 18.0% | |
| Long-term disability | $358K | 18.0% | |
| Other | $358K | 18.0% | |
| Dental | $280K | 14.0% | |
| Vision | $280K | 14.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 360883760 | LSTDLTDOth | $358K | 56.2% | 1 | 1 | 320 |
EIN 360883760 | DV | $280K | 43.8% | 1 | 1 | 605 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | METAIRIE, LA | RELIANCE STANDARD LIFE INSURANCE COMPANY, RELIANCEMATRIX | $79K | $5K | $85K | 100.0% | 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