North Carolina — ERISA Bond
Choose fidelity protection for your employee benefit plan through this North Carolina ERISA bond listing. Select a one-year or three-year term and continue to RLI to apply.
Also known as North Carolina ERISA Bond (1 Year); North Carolina ERISA Bond (3 Years); North Carolina ERISA Bonds
2 options on record. Choose the one that matches your requirement, then purchase.
Fidelity protection responds to covered dishonest acts. The form identifies whose money or property is protected, the covered persons, and the applicable limits.
- Bond family
- Fidelity bond
- Recorded state
- North Carolina
- Category
- Fidelity & employee dishonesty
- Federal programme authority
- United States Department of Labor, Employee Benefits Security Administration
What this bond does
The bond protects plan assets against covered fraud or dishonesty by people handling plan funds or property.
- Who needs it
- Employers and plan administrators arranging bonding for ERISA-covered asset handlers, subject to exemptions.
- Who is protected
- The plan is the insured party. This bond does not replace fiduciary liability insurance or general business liability coverage.
Choose from 2 options
Each option is a separate record. Where a term, bond amount, premium, or E&O limit is known, it is listed; match it to what your requirement asks for.
- 3 yearsPurchase Now (opens in a new tab)Continue to our secure checkout partner, RLI (opens in a new tab).
- 1 yearPurchase Now (opens in a new tab)Continue to our secure checkout partner, RLI (opens in a new tab).
The coverage amount describes a limit of protection, not the price. Match the requested protection and covered persons to the actual fidelity form. The premium is what you pay and must be confirmed for the actual option. An E&O limit, where listed, is separate errors and omissions insurance.
Sources
- U.S. Department of Labor: ERISA Fidelity Bond Guide (opens in a new tab)Checked October 18, 2026
Have these ready
- Gather the plan's exact name and identifiers.
- Locate any current bond.
- List people handling or controlling assets.
- Prepare preceding-year funds-handled figures.
- Confirm the amount and any exemption.
- Coordinate the protection period and start date.
Questions about this bond
Must the plan be identified as insured?
Yes. It must be named or otherwise specifically identified as an insured party.
Does a three-year term increase the amount?
Choosing three years does not itself increase the amount. Review the amount as plan circumstances change.
Can fiduciary liability insurance replace the bond?
No. Fiduciary liability insurance does not satisfy ERISA's fidelity bonding requirement.
What does Purchase Now start?
It opens the selected RLI application in a new tab. After issuance, review and retain the document with plan records.