Third Party ERISA coverage reimburses covered plans for loss due to fraud by a trustee, officer, employee, administrator or a manager including administrators or managers who are independent contractors.

For a Third Party ERISA specimen policy or application click here, then click on ERISA Insurance.

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NOTE:  CNA Pro no longer accepts new or renewal submissions for standalone First Party ERISA Fidelity coverage.

First Party ERISA coverage reimburses covered plans for loss due to a trustee, officer, employee, administrator or a manager of the Plan Sponsor.  Unlike our Third Party ERISA coverage it does not cover dishonest acts of administrators or managers who are independent contractors.

Available CNA First Party ERISA Alternatives:
1.)  Endorsed onto a Commercial Crime Policy - You may want to consider covering all of your company's assets, including your ERISA Plan assets, under the appropriate Commercial Crime Policy.  Click here for details on these policies.

2.)  CNA Surety First Party ERISA - CNA Surety writes standalone ERISA Fidelity coverage via their Pension Trust Bond.  CNA Surety can quote limits up to $1,000,000 effective January 1, 2008.  This is the date a change to ERISA law takes effect increasing the required maximum Per Plan Limit to $1,000,000 ERISA Plans from the current $500,000 maximum.
Click here for details on obtaining a CNA Surety Pension Trust Bond quote.