Ohio — ERISA Bond
Choose a one-year or three-year ERISA fidelity bond option for your plan through this Ohio listing. Continue to RLI with the plan identity and required amount.
Also known as Ohio ERISA Bond (1 Year); Ohio ERISA Bond (3 Years); Ohio 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
- Ohio
- 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 the plan's funds or property.
- Who needs it
- Employers and administrators arranging bonding for ERISA-covered plan asset handlers, subject to applicable exemptions.
- Who is protected
- The plan is the insured party. This bond does not replace fiduciary liability insurance or cover ordinary business liability.
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.
- 1 yearPurchase Now (opens in a new tab)Continue to our secure checkout partner, RLI (opens in a new tab).
- 3 yearsPurchase 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 exact plan identity.
- Locate any current bond.
- Identify people handling or controlling assets.
- Prepare preceding-year funds-handled figures.
- Confirm the amount and any exemption.
- Choose the term and proposed effective date.
Questions about this bond
Does every plan need this protection?
No. Federal exceptions and exemptions can apply. Your adviser can assess the plan and handling arrangement.
Does three years set a larger amount?
No. Duration and amount are separate. Confirm the sum your plan requires independently.
Can fiduciary liability insurance replace this bond?
No. It does not satisfy ERISA's fidelity bonding requirement.
What follows the purchase link?
RLI opens in a new tab. Complete its application; after issuance, review and retain the bond with plan records.