Form 5500 · Employee benefit plan · LEOMINSTER, MA
FIDELITY CO-OPERATIVE BANK
Public Form 5500 records show how FIDELITY CO-OPERATIVE BANK (LEOMINSTER, MA) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through HARVARD PILGRIM HEALTH CARE and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-5791745 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HARVARD PILGRIM HEALTH CARE | Health | 207 | December | $25,976 |
| HARVARD PILGRIM HEALTH CARE | Health | 38 | December | $5,976 |
| PRINCIPAL LIFE INSURANCE COMPANY | Vision, Life, Disability | 287 | December | $5,521 |
| HARTFORD LIFE AND ACCIDENT | — | 32 | December | $4,704 |
| HARVARD PILGRIM HEALTH CARE | Health | 4 | December | $960 |
| HARVARD PILGRIM HEALTH CARE | Health | 5 | December | $583 |
| HARVARD PILGRIM HEALTH CARE | Health | 4 | December | $471 |
Questions
Who is FIDELITY CO-OPERATIVE BANK's benefits broker?
Per its most recent Form 5500 Schedule A, FIDELITY CO-OPERATIVE BANK's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does FIDELITY CO-OPERATIVE BANK use?
FIDELITY CO-OPERATIVE BANK's benefit plan is written through HARVARD PILGRIM HEALTH CARE, among 7 disclosed carriers.
When does FIDELITY CO-OPERATIVE BANK's group plan renew?
The most recent Schedule A policy period for FIDELITY CO-OPERATIVE 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 CO-OPERATIVE BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.