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FIDELITY BONDS

EMPLOYEE DISHONESTY

This coverage form covers money, securities and property against loss caused by employee dishonesty. Endorsements can be added to broaden the policy form. (Download Form Adobe_PDF_file_icon_32x32 or Apply Now)

JANITORIAL

Janitorial Services bond is a bond to protect you and your employees against allegations of dishonesty, theft, disappearance, etc. The employee(s) must be convicted of a crime before coverage will apply. (Download Form Adobe_PDF_file_icon_32x32 or Apply Now)

ERISA

This bond provides protection for retirement plans (401K plan, profit sharing, etc.) from losses due to fraud or dishonesty on the part of the person(s) handling the funds. The ERISA requirement is 10% of the plan assets or $500,000 (whichever is less). This bond does not protect the personal assets of the fiduciaries. For fiduciary ERISA coverage see ERISA Fiduciary Liability Policy. (Download Form Adobe_PDF_file_icon_32x32 or Apply Now)

BUSINESS SERVICES

Insures against loss of money or other property belonging to a specific client or all clients. The bond contains a conviction clause and the maximum penalty is $250,000. (Download Form Adobe_PDF_file_icon_32x32 or Apply Now)

THIRD PARTY FIDELITY

Can be written in conjunction with an Employee Dishonesty policy A to extend coverage to a client’s premises. ERISA Fiduciary Liability Policy This bond provides coverage for retirement plans (401K plan, profit sharing, etc.) fiduciaries’ personal assets and legal defense in the event of a claim. This is not an ERISA requirement but strongly recommended — the ERISA bond does not protect the personal assets of the fiduciaries. (Download Form Adobe_PDF_file_icon_32x32 or Apply Now)

ERISA FIDUCIARY LIABILITY POLICY

This bond provides coverage for retirement plans (401K plan, profit sharing, etc.) fiduciaries’ personal assets and legal defense in the event of a claim. This is not an ERISA requirement but strongly recommended — the ERISA bond does not protect the personal assets of the fiduciaries. (Download Form Adobe_PDF_file_icon_32x32 or Apply Now)