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RESET The Hanover Insurance Company 440 Lincoln Street, Worcester, MA 01653 Citizens Insurance Company of America 645 West Grand River Avenue, Howell, MI 48843 Massachusetts Bay Insurance Company.

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§ 2580.412-6, any investment advisor/fiduciary who “handles” ERISA funds must be bonded as well as advisors that have access or decision making authority over ERISA plan assets (unless under specific exemption which applies primarily to certain banks, insurance companies and registered broker dealers).

Bonds must be obtained from a surety or reinsurer that is named on the Department of the Treasury's Listing of Approved Sureties, Department Circular 570 (available at fms.treas.gov/ c570/c570. html). Under certain conditions, bonds may also be obtained from Underwriters at Lloyds of London.

Each plan must obtain a fidelity bond in an amount equal to at least 10% of the amount of the plan assets. Example: A company plan that has funds that total $1 million would require a fidelity bond of at least $100,000.

As described above, the main difference between ERISA bond and fiduciary coverage is what each insures. Whereas the ERISA fidelity bond protects the participants in the plan, the fiduciary liability insurance covers the business owners and individuals operating that plan.

Is an ERISA fidelity bond expensive? Most insurance companies charge between $100 to $300 per year for an ERISA fidelity bond.

In general, the premium you pay for any commercial bond primarily depends on the total bond amount. For example, a bonding company might decide to charge you 1% for a surety bond. That means a $2,000 bond would cost $20, and a $10,000 bond would cost $100 annually.

An ERISA bond must have a coverage amount (known in surety bond terms as a penalty sum) equal to at least 10 percent of the plan assets that the fiduciary handles. In most cases, the minimum amount of coverage required is $1,000 and the maximum amount is $500,000.

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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232