Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.9M
- Life$1.5M
- Long-term disability$671K
- Stop-loss$283K
- Vision$227K
Sponsor portfolio
JANNEY MONTGOMERY SCOTT LLC
EIN 23-0731260financial servicesLatest filing 2024
Plans
2
Retirement
1
$766.2M assets
Welfare
1
$3.1M premiums
Participants
5,150
1717 ARCH STREET - PHILADELPHIA, PA 19103215-665-6530janney.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.1M premiums / 2,278 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY70%
- ALLSTATE12%
- QBE INSURANCE9%
- EYEMED VISION CARE7%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
50%top
- BIRCH BENEFITS LLC50%
- MARSH & MCLENNAN AGENCY LLC50%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JANNEY MONTGOMERY SCOTT LLC PROFIT SHARING AND SAVINGS PLAN
401k
Assets$766.2M
Participants2,852
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JANNEY MONTGOMERY SCOTT LLC HEALTH AND WELFARE PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$3.1M
Covered lives2,278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JANNEY MONTGOMERY SCOTT LLC PROFIT SHARING AND SAVINGS PLAN | 401k | $766.2M | 2,852 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JANNEY MONTGOMERY SCOTT LLC HEALTH AND WELFARE PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3.1M | 2,278 | 2024 |
Retirement plans
Welfare plans