ERISA Fidelity Bonds
Offered by Surety One, Inc.
ERISA Bond Multi-employer Erisa Bond Labor Union Fidelity Bond ERISA Bond For ESOP ERISA Bond Non-qualified Assets Plan Fiduciary Bond ERISA Plan Fiduciary Bond ERISA Fidelity BondDescription
ERISA fidelity bonds from $20,000 to $5,000,000, FAST! We bond plans with non-qualifying assets, ESOPs, KSOPs, union plans/multi-employer plans, multiple employer plans, and offer bond coverage retrodating. NO one is turned away! Surety One, Inc. is one of the largest ERISA fidelity writers in the nation. https://ERISA-Bonds.com for a quick online application, paper applications and more information.
- Basic ERISA Bond Application (max. $1 million)* **
- * No non-qualifying assets
- ** No employer issued securities
- ERISA Bond Supplementary Questionnaire (bonds OVER $1 million)* **
- * No non-qualifying assets
- ** No employer issued securities
- ERISA Fidelity Bond Application (Non-qualifying Assets)
- ERISA Fidelity Bond Application (Employer-issued Securities (ESOPs))
Submit with current financial statement and plan audit - ERISA Fidelity Bond Application (Labor Unions)
Submit with current financial statement and plan audit - ERISA Fidelity Bond Application (Multi-employer Plans)
Submit with current financial statement and plan audit
Ordinarily, surety companies are not willing to backdate fidelity bonds beyond thirty days, because it would require the surety to assume potential liabilities without enjoying the benefit of underwriting and receipt of premium. Under our special program relationship. WE CAN BACKDATE FAR BEYOND THE THIRTY-DAY WINDOW! Let us know if your plan requires this action.ERISA-COMPLIANT FINANCIAL ADVISER BOND
A standard ERISA bond does NOT provide coverage for registered investment advisers that are not also employees of the plan sponsor. We offer a specialty fidelity bond product to cover this exposure.
Details
Carrier Information
Multiple
Admitted
Listing Contact
Underwriting Manager
Offered By
Availability 50 states + DC
Covered
Not Covered
