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                     PENSION TRUST / ERISA SURETY BOND
Bond Amt 3 yr Term Premium   Bond Amt 3 yr Term Premium
$5,000 $100   $90,000 $239
$10,000 $100   $95,000 $245
$15,000 $108   $100,000 $250
$20,000 $117   $125,000 $263
$25,000 $129   $150,000 $277
$30,000 $140   $175,000 $290
$35,000 $150   $200,000 $303
$40,000 $160   $225,000 $313
$45,000 $170   $250,000 $327
$50,000 $179   $275,000 $347
$55,000 $188   $300,000 $367
$60,000 $197   $350,000 $387
$65,000 $206   $375,000 $397
$70,000 $214   $400,000 $407
$75,000 $221   $450,000 $427
$80,000 $228   $500,000 $450
$85,000 $234      

 

  

Bonds written in $5000 increments.
Quote will be provided for amounts differing from above
ERISA Bond Information and On Line Application
Qualified Assets:
Qualifying plan assets are those held by a financial institution, such as a bank, insurance company,
broker/dealer or regulated entity, mutual funds, participant loans, qualifying employer securities and self directed individual account plans.

NON Qualified Assets:
Non-qualifying plan assets are those not held by a bank or financial institution. For instance,
a limited partnership, artwork, collectibles, mortgages, real-estate and securities of "closely held" companies are examples of non-qualified plans.
 

 


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