Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$11.7M
- Dental$642K
- Other$484K
- Life$459K
- Short-term disability$459K
- Long-term disability$459K
- +1 more
Sponsor portfolio
KESTRA FINANCIAL, INC.
EIN 47-1566880financial servicesLatest filing 2025
Plans
2
Retirement
1
$115.4M assets
Welfare
1
$13.0M premiums
Participants
2,193
5707 SOUTHWEST PARKWAY, BLDG. 2, STE. 400 - AUSTIN, TX 78735844-559-7872kestrafinancial.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $13.0M premiums / 3,529 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNITEDHEALTHCARE INSURANCE COMPANY90%
- DELTA DENTAL OF CALIFORNIA5%
- LIFE INSURANCE COMPANY OF NORTH AMERICA4%
- VISION SERVICE PLAN1%
- ARAG INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
95%top
- NFP INSURANCE SERVICES INC95%
- TOTALIS BENEFITS5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KESTRA FINANCIAL, INC. 401(K) PLAN
401k
Assets$115.4M
Participants1,183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KESTRA FINANCIAL HEALTH AND BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$13.0M
Covered lives3,529
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KESTRA FINANCIAL, INC. 401(K) PLAN | 401k | $115.4M | 1,183 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KESTRA FINANCIAL HEALTH AND BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $13.0M | 3,529 | 2025 |
Retirement plans
Welfare plans