Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$3.4M
- Other$1.8M
- Life$1.5M
- Long-term disability$651K
- Vision$250K
Sponsor portfolio
JANNEY MONTGOMERY SCOTT LLC
EIN 23-0731260financial servicesLatest filing 2025
Plans
2
Retirement
1
$766.2M assets
Welfare
1
$6.1M premiums
Participants
5,210
1717 ARCH STREET, 22ND FLOOR - PHILADELPHIA, PA 19103800-526-6397janney.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.1M premiums / 2,358 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- QBE INSURANCE56%
- RELIANCE STANDARD LIFE INSURANCE COMPANY34%
- ALLSTATE5%
- EYEMED VISION CARE4%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
86%top
- MARSH & MCLENNAN AGENCY LLC86%
- ASSUREDPARTNERS14%
- BIRCH BENEFITS LLC0%
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 - QBE INSURANCE COMPANY
Premiums$6.1M
Covered lives2,358
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 | QBE INSURANCE COMPANY | $6.1M | 2,358 | 2025 |
Retirement plans
Welfare plans