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  2. JEFFERIES FINANCIAL GROUP, INC.
Sponsor portfolioTH

JEFFERIES FINANCIAL GROUP, INC.

EIN 13-2615557-Finance and Insurance-Latest filing 2024
Plans
8
Retirement
4
$1.52B assets
Welfare
4
$2.9M premiums
Participants
16,275
520 MADISON AVE. - NEW YORK, NY 10022212-460-1900
Plans on this EIN
8 filings
#005401k-$1.29B - 5,610 part#004TraditionalDB-$102.7M - 2,363 part#002401k-$92.6M - 462 part#006TraditionalDB-$41.9M - 441 part#501Fully Insured-$2.8M - 6,907 lives#504Fully Insured-$43K - 168 lives#502Fully Insured-$38K - 171 lives#506Self Funded-0 lives

Retirement portfolio analytics

4 plans aggregated / $1.52B assets / 8,876 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • PROFIT SHARING PLAN (#005)84%
  • COMMUNICATIONS, LLC PENSION (#004)7%
  • AND RETIREMENT PLAN (#002)6%
  • JEFFERIES EMPLOYEES' PENSION (#006)3%
Total $1.52BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • (Not disclosed)94%
  • T ROWE PRICE RPS INC6%
Total $1.52BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#005)5,610
  • COMMUNICATIONS, LLC PENSION (#004)2,363
  • AND RETIREMENT PLAN (#002)462
  • JEFFERIES EMPLOYEES' PENSION (#006)441
Total 8,876Click row to drill in

Benefits portfolio analytics

4 plans / $2.9M premiums / 7,246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.5M
  • Long-term disability$2.2M
  • Life$2.2M
  • Health$409K
  • Dental$372K
  • Vision$295K
Total $2.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY73%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY24%
  • HARTFORD LIFE AND ACCIDENT3%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $2.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • GALLAGHER BENEFIT SERVICES, INC.99%
  • USI INSURANCE SERVICES LLC1%
Total $275K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

JEFFERIES EMPLOYEES' PROFIT SHARING PLAN

401k

Assets$1.29B
Participants5,610
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

WILTEL COMMUNICATIONS, LLC PENSION PLAN

TraditionalDB

Assets$102.7M
Participants2,363
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JEFFERIES FINANCIAL GROUP INC. SAVINGS AND RETIREMENT PLAN

401k

Assets$92.6M
Participants462
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

JEFFERIES EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$41.9M
Participants441
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JEFFERIES FINANCIAL GROUP INC. GROUP BENEFIT PLAN

Fully Insured - LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK

Premiums$2.8M
Covered lives6,907
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

JEFFERIES FINANCIAL GROUP INC. LONG TERM DISABILITY INSURANCE PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$43K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

JEFFERIES FINANCIAL GROUP INC. LIFE INSURANCE PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$38K
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

JEFFERIES GROUP LLC SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
005JEFFERIES EMPLOYEES' PROFIT SHARING PLAN401k$1.29B5,6102024
004WILTEL COMMUNICATIONS, LLC PENSION PLANTraditionalDB$102.7M2,3632024
002JEFFERIES FINANCIAL GROUP INC. SAVINGS AND RETIREMENT PLAN401k$92.6M4622024
006JEFFERIES EMPLOYEES' PENSION PLANTraditionalDB$41.9M4412024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JEFFERIES FINANCIAL GROUP INC. GROUP BENEFIT PLANFully InsuredLINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK$2.8M6,9072024
504JEFFERIES FINANCIAL GROUP INC. LONG TERM DISABILITY INSURANCE PLANFully InsuredHARTFORD LIFE AND ACCIDENT$43K1682024
502JEFFERIES FINANCIAL GROUP INC. LIFE INSURANCE PLANFully InsuredHARTFORD LIFE AND ACCIDENT$38K1712024
506JEFFERIES GROUP LLC SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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