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  • Erisa Fidelity Bond Order Form

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PLEASE COMPLETE AND FAX TOLL-FREE TO: (866) 785-2463 Bond Express 770 Pennsylvania Drive, Suite 110 Exton, PA 19341 Telephone: (800) 873-1477 Fax: (866) 785-2463 www.travelersbond.com ERISA Fidelity.

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Average Cost: $116 – $425 for a 3 year term, based on the bond amount. Bond Amount: Minimum of 10% of the total plan assets. Who Needs It: Employee benefit plan trustees. Purpose: To ensure that plan beneficiaries will receive compensation for financial harm should the fiduciary commit fraud or dishonest acts.

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.

Under ERISA, each person must be bonded for at least 10% of the $1 million or $100,000. (Note: Bonds covering more than one plan may be required to be over $500,000 to meet the ERISA requirement because persons covered by a bond may handle funds or other property for more than one plan.)

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.

The DOL requires the bond amount for ERISA bonds to be at least 10% of the total assets of the employee benefit plan. The bond amount must be at least $1,000 with a maximum of $500,000. For example, a plan official who oversees a benefits plan with $1,000,000 in plan assets must purchase a $100,000 bond.

FIDELITY BOND REQUIREMENTS The Employee Retirement Income Security Act of 1974 (ERISA) mandates that plan sponsors hold a fidelity bond insurance equal to approximately 10% of assets and investments at the beginning of the calendar year, up to $500,000.

An ERISA fidelity bond is a type of insurance that protects the plan against losses caused by acts of fraud or dishonesty. Fraud or dishonesty includes, but is not limited to, larceny, theft, embezzlement, forgery, misappropriation, wrongful abstraction, wrongful conversion, willful misapplication, and other acts.

An ERISA bond is a type of surety bond that's specifically designed to protect employee retirement plans. It's a type of fidelity bond that's required by the Employee Retirement Income Security Act (ERISA).

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© Copyright 1997-2025
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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
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
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