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Sponsor portfolioTH

PIPER SANDLER COMPANIES

EIN 30-0168701-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$692.1M assets
Welfare
1
$1.9M premiums
Participants
4,433
800 NICOLLET MALL - MINNEAPOLIS, MN 55402612-303-6246
Plans on this EIN
2 filings
#001401k-$692.1M - 2,742 part#501Mixed-$1.9M - 1,691 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 1,691 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$860K
  • Long-term disability$588K
  • Vision$181K
Total $1.9M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY76%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY11%
  • VISION SERVICE PLAN9%
  • RELIASTAR LIFE INSURANCE COMPANY3%
  • HARTFORD LIFE AND ACCIDENT1%
Total $1.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • HAYS COMPANIES, INC.47%
  • BENE RE LLC30%
  • BROWN AND BROWN OF FLORIDA, INC.22%
Total $54K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PIPER SANDLER COMPANIES RETIREMENT PLAN

401k

Assets$692.1M
Participants2,742
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PIPER SANDLER & CO. HEALTH AND WELFARE BENEFITS PLAN

Mixed - LINCOLN FINANCIAL GROUP

Premiums$1.9M
Covered lives1,691
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PIPER SANDLER COMPANIES RETIREMENT PLAN401k$692.1M2,7422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PIPER SANDLER & CO. HEALTH AND WELFARE BENEFITS PLANMixedLINCOLN FINANCIAL GROUP$1.9M1,6912024
Retirement plans
Welfare plans
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