Utah — ERISA Bond
Arrange fidelity protection for your employee benefit plan through this Utah ERISA bond page. Choose a one-year or three-year RLI term and apply using the required amount.
Also known as Utah ERISA Bond (1 Year); Utah ERISA Bond (3 Years); Utah 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
- Utah
- Category
- Fidelity & employee dishonesty
- Federal programme authority
- United States Department of Labor, Employee Benefits Security Administration
What this bond does
The bond protects plan funds or property against covered fraud or dishonesty by people handling those assets.
- Who needs it
- Plan sponsors and administrators arranging required bonding for ERISA-covered asset handlers, unless an exemption applies.
- Who is protected
- The plan is insured. This bond does not replace fiduciary liability insurance or general business liability protection.
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
- Have the full plan identity ready.
- Find existing bond details.
- Identify people handling or controlling assets.
- Gather preceding-year funds-handled figures.
- Confirm the amount and applicable exemptions.
- Choose the term and proposed start date.
Questions about this bond
Does every plan need this bond?
No. Federal exceptions and exemptions can apply. Your adviser can assess the plan and handling arrangement.
Does a longer term increase the amount?
Selecting three years does not itself increase the amount. Confirm the required sum independently.
Will fiduciary liability insurance satisfy bonding?
No. It addresses breaches of fiduciary responsibilities and does not satisfy ERISA fidelity bonding.
What follows Purchase Now?
The selected RLI application opens in a new tab. After issuance, check and retain the document with plan records.