Sponsor portfolioTH

STIFEL FINANCIAL CORP.

EIN 43-1273600financial servicesLatest filing 2025

Plans

Retirement

$2.65B assets

Welfare

$13.4M premiums

Participants

19,534

501 N. BROADWAY 11TH FLOOR - ST LOUIS, MO 63102314-342-2000stifel.comLinkedIn5001-10000 employeesfinancial services

Plans on this EIN

2 filings

#001401k-$2.65B - 11,227 part #509Mixed-$13.4M - 12,619 lives

Benefits portfolio analytics

1 plan / $13.4M premiums / 12,619 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Life$10.4M
Other$6.8M
Long-term disability$5.6M
Vision$584K
Health$181K
Prescription drug$181K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

41%top

METROPOLITAN LIFE INSURANCE COMPANY41%
STANDARD INSURANCE COMPANY38%
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY7%
EYEMED VISION CARE4%
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY4%
+3 more

Broker market share

Schedule A broker compensation

Split broker

58%top

GALLAGHER BENEFIT SERVICES, INC.58%
UKG INC9%
KESTRA INVESTMENT SERVICES LLC8%
KENNETH C YARBROUGH7%
AON CONSULTING INC7%
+2 more

Plan deep-dives

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

Retirement#001

STIFEL FINANCIAL PROFIT SHARING 401(K) PLAN

401k

Assets$2.65B

Participants11,227

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#509