Sponsor portfolioTH

STIFEL FINANCIAL CORP.

EIN 43-1273600financial servicesLatest filing 2024

Plans

Retirement

$2.32B assets

Welfare

$10.9M premiums

Participants

18,687

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

Plans on this EIN

2 filings

#001401k-$2.32B - 10,282 part #509Mixed-$10.9M - 13,687 lives

Benefits portfolio analytics

1 plan / $10.9M premiums / 13,687 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Life$7.3M
Other$5.0M
Long-term disability$538K
Health$164K
Prescription drug$164K
Vision$38K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

69%top

METROPOLITAN LIFE INSURANCE COMPANY69%
UNUM LIFE INSURANCE COMPANY OF AMERICA16%
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY7%
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY5%
HAWAII MEDICAL SERVICE ASSOCIATION2%
+3 more

Broker market share

Schedule A broker compensation

Split broker

63%top

GALLAGHER BENEFIT SERVICES, INC.63%
KESTRA INVESTMENT SERVICES LLC16%
AON CONSULTING INC14%
PLANSOURCE BENEFITS ADMINISTRATION6%
REUBEN WARNER ASSOCIATES, INC.0%

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$2.32B

Participants10,282

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#509