Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.3M
- Vision$1.3M
- Other$993K
- Short-term disability$894K
- Life$816K
- Long-term disability$816K
Sponsor portfolio
B. RILEY FINANCIAL, INC.
EIN 27-0223495financial servicesLatest filing 2024
Plans
2
Retirement
1
$289.7M assets
Welfare
1
$2.3M premiums
Participants
2,872
11100 SANTA MONICA BLVD, SUITE 800 - LOS ANGELES, CA 90025310-966-1444brileyfin.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 1,941 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- AETNA LIFE INSURANCE COMPANY54%
- METROPOLITAN LIFE INSURANCE COMPANY45%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
99%top
- HUB INTERNATIONAL MIDWEST LIMITED99%
- VERNON W HOLLEMAN JR. & CO.0%
- SCHAEFFER, FREDERICK CHAS0%
- M FINANCIAL HOLDINGS INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
B. RILEY FINANCIAL, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$289.7M
Participants2,052
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
B. RILEY FINANCIAL, INC. EMPLOYEE BENEFITS PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$2.3M
Covered lives1,941
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | B. RILEY FINANCIAL, INC. 401(K) PROFIT SHARING PLAN | 401k | $289.7M | 2,052 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | B. RILEY FINANCIAL, INC. EMPLOYEE BENEFITS PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $2.3M | 1,941 | 2024 |
Retirement plans
Welfare plans