Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.1M
- Life$758K
- Long-term disability$516K
- Vision$214K
Sponsor portfolioTH
PIPER SANDLER COMPANIES
EIN 30-0168701Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$809.5M assets
Welfare
1
$1.8M premiums
Participants
4,570
350 NORTH 5TH STREET, SUITE 1000 - MINNEAPOLIS, MN 55401612-303-6246
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 1,715 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY71%
- RELIASTAR LIFE INSURANCE COMPANY16%
- VISION SERVICE PLAN12%
- HARTFORD LIFE AND ACCIDENT1%
Broker market share
Schedule A broker compensation
78%top
- BROWN & BROWN INSURANCE SERVICES78%
- BENE RE LLC22%
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$809.5M
Participants2,855
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 NATIONAL LIFE INSURANCE COMPANY
Premiums$1.8M
Covered lives1,715
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PIPER SANDLER COMPANIES RETIREMENT PLAN | 401k | $809.5M | 2,855 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PIPER SANDLER & CO. HEALTH AND WELFARE BENEFITS PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.8M | 1,715 | 2025 |
Retirement plans
Welfare plans