Form 5500 · Employee benefit plan · BOERNE, TX
FIDELITAS, LLC ERISA WRAP PLAN
Public Form 5500 records show how FIDELITAS, LLC ERISA WRAP PLAN (BOERNE, TX) structures its employee benefits. Its broker of record is INFINITY INSURANCE & CONSULTING. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-2957200 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life, Disability | 144 | November | $15,884 |
| AETNA LIFE INSURANCE CO. | Health, Dental, Vision | 216 | November | $8,387 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 84 | November | $5,439 |
Questions
Who is FIDELITAS, LLC ERISA WRAP PLAN's benefits broker?
Per its most recent Form 5500 Schedule A, FIDELITAS, LLC ERISA WRAP PLAN's broker of record is INFINITY INSURANCE & CONSULTING.
What insurance carrier does FIDELITAS, LLC ERISA WRAP PLAN use?
FIDELITAS, LLC ERISA WRAP PLAN's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.
When does FIDELITAS, LLC ERISA WRAP PLAN's group plan renew?
The most recent Schedule A policy period for FIDELITAS, LLC ERISA WRAP PLAN ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FIDELITAS, LLC ERISA WRAP PLAN's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.