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Form 5500 · Employee benefit plan · FUQUAY VARINA, NC

FIDELITY BANK

Public Form 5500 records show how FIDELITY BANK (FUQUAY VARINA, NC) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0132040 · plan 503 · as of Jul 2026

Participants
514
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADADisability597December$0

Questions

Who is FIDELITY BANK's benefits broker?

Per its most recent Form 5500 Schedule A, FIDELITY BANK's broker of record is GALLAGHER BENEFIT SERVICES, INC..

What insurance carrier does FIDELITY BANK use?

FIDELITY BANK's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA.

When does FIDELITY BANK's group plan renew?

The most recent Schedule A policy period for FIDELITY BANK ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from FIDELITY BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.