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ERISA/Pension Fidelity Bond Calculator for Plans that contain NON-QUALIFYING PLAN ASSETS.

Our Bonds cover an unlimited number of trustees. Bonds are written for a one-year term only. The extended coverage endorsement is not available. Our maximum bond limit is $5,000,000.

Instructions: Please follow the three EZ steps below to purchase an ERISA/Pension Fidelity Bond.

Input amounts below and click calculate to determine bond fee.

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To complete an application just scroll down and click on the button labeled "I-Bond™ Application".

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Click the submit button to order the ERISA/Pension fidelity bond.

When entering data, please do not include dollar signs or commas.

Total Plan Assets

Qualifying Plan Assets **

Estimated Total Annual
Contributions

Estimated Annual Employee
Distributions Paid Out

Projected Overall Annual Plan
Investment Return

Now, Click to .

One Year Recommended
Bond Amount

One Year Cost of Bond

*	This calculator is provided as a convenience for estimating your coverage requirement and is not intended to replace professional advice for your specific situation.
**	Qualifying plan assets are any assets held by a financial institution, such as a bank, insurance company, brokerage, etc. Real estate does not fall into this category unless held in trust by an above institution. For a full description of the regulations including the definition of Qualifying Assets, see http://www.benefitslink.com/erisaregs/2520.104-41-final.shtml

Please scroll down to complete an application

BONDS ARE ISSUED TO THE HIGHEST $10,000 LIMIT


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