West Virginia — ERISA Bond
Arrange your plan's ERISA fidelity bond through this West Virginia page. Choose a one-year or three-year RLI option and apply using the required amount.
Also known as West Virginia ERISA Bond (1 Year); West Virginia ERISA Bond (3 Years); West Virginia 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
- West Virginia
- Category
- Fidelity & employee dishonesty
- Federal programme authority
- United States Department of Labor, Employee Benefits Security Administration
What this bond does
The bond protects employee benefit 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. Fiduciary liability insurance and general business liability coverage address different risks.
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 plan's full identity ready.
- Find existing bond details.
- List people handling or controlling assets.
- Gather preceding-year funds-handled information.
- Confirm the amount and any exemption.
- Choose the intended term and effective 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 three years guarantee adequate protection?
The term alone does not establish adequacy. Review the amount and coverage as the plan's circumstances change.
Can fiduciary liability insurance replace the bond?
No. It addresses breaches of fiduciary duties and does not satisfy ERISA fidelity bonding.
How does the purchase handoff work?
Purchase Now opens RLI in a new tab. After completing its process and receiving the bond, check and retain the document with plan records.