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Rates 0.5% – 2% · Trustee, Conservator, Receiver, Plan Fiduciary
Fiduciary Bond Cost Calculator
For trustees, conservators, receivers, and other court-appointed or statutory fiduciaries. Bond amount is set by the court or regulator.
Quick answer
The fiduciary bond calculator estimates the premium for trustees, conservators, receivers and other court-appointed or statutory fiduciaries. The court or regulator sets the bond amount.
- Who requires it: The court or regulator that appoints the fiduciary; ERISA plan fiduciaries follow 29 USC §1112.
- Amount: Set by the court, based on assets under management plus expected income. ERISA bonds are 10% of plan assets with a $1,000 minimum and a $500,000 maximum ($1,000,000 for plans holding employer securities).
- Typical cost (estimate): 0.5%–2% of the bond amount; a $500,000 trustee bond costs $2,500–$10,000 per year. The surety sets the final price.
- Timing: We submit complete applications to the carrier promptly; most quotes within one business day.
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All content is researched from official state and federal sources (.gov). BuySuretyBonds.com works with Treasury-listed surety carriers.