ERISA Fidelity Bonds

The ERISA Application is designed specifically for the required coverage of Trustees of Employee Retirement Accounts as set for th by the Employees Retirement Income Security Act of 1974.  Most plans are required to have a Bond in an amount that will cover at least 10% of the Total Plan Assets. Complete the application and sign as directed.

 

ERISA Bond Application (PDF)

For ERISA Bonds over $1,000,000, include this ERISA Supplemental Application

ERISA Investment Advisor Application (PDF)

 

Fax To:  (877) 577-1722 or (209) 954-0800

Or Email: bonds@sanguinettico.com

 

Or Mail To:

Sanguinetti & Co. Insurance

7337 Pacific Avenue

Stockton, CA 95207-1924

Our Locations

 Stockton Location

Stockton Location

7337 Pacific Ave
Stockton, CA 95207
Main office: 209-322-4048
Toll free: 800-350-7700
Angels Camp Location

Angels Camp Location

178 N. Main St.
Angels Camp, CA 95222
Main office: 209-790-4925
Toll free: 800-350-7700

Our Providers

Testimonials

Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.
Brad M.
I feel lucky to have found an agent willing to provide this level of service. No need to look anywhere else!
Michelle D.
Over the years we’ve never once had to worry about our coverage. My husband and I are long-time customers and proud to be.
Carol S.
Surprisingly flexible and in-touch with my needs as a small business owner. Can’t ask for more.
Spencer F.
They have strong ties with the community, and it shows. It’s nice to do business with people that really show they care about you and your family.
Susan T.