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
Filings through .
Kestra Financial, Inc.
EIN 47-1566880financial servicesLatest filing 2025
Plans
2
Retirement
1
$115.4M assets
Health & Benefits
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 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $13.0M premiums / 3,529 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
KESTRA FINANCIAL, INC. 401(K) PLAN
401(k)
Assets$115.4M
Participants1,183
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
KESTRA FINANCIAL HEALTH AND BENEFIT PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$13.0M
Covered lives3,529
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KESTRA FINANCIAL, INC. 401(K) PLAN | 401(k) | $115.4M | 1,183 | 2025 |
- #001 · 401(k) · 20251,183
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 20253,529
Retirement plans
Health & Benefits plans