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  2. RAYMOND JAMES FINANCIAL, INC.
Sponsor portfolioTH

RAYMOND JAMES FINANCIAL, INC.

EIN 59-1517485-financial services-Latest filing 2025
Plans
4
Retirement
3
$4.95B assets
Welfare
1
$25.5M premiums
Participants
69,335
880 CARILLON PARKWAY - ST. PETERSBURG, FL 33716727-567-1000woodasset.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
4 filings
#010401k-$2.87B - 18,276 part#001ProfitSharing-$1.24B - 17,564 part#002ESOP-$836.0M - 17,454 part#503Fully Insured-$25.5M - 24,138 lives

Retirement portfolio analytics

3 plans aggregated / $4.95B assets / 53,294 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • FINANCIAL, INC. 401(K) (#010)58%
  • PROFIT SHARING PLAN (#001)25%
  • EMPLOYEE STOCK OWNERSHIP (#002)17%
Total $4.95BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FINANCIAL, INC. 401(K) (#010)18,276
  • PROFIT SHARING PLAN (#001)17,564
  • EMPLOYEE STOCK OWNERSHIP (#002)17,454
Total 53,294Click row to drill in

Benefits portfolio analytics

1 plan / $25.5M premiums / 24,138 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$23.5M
  • Life$16.9M
  • Long-term disability$16.7M
  • Vision$2.0M
  • Health$455K
  • Prescription drug$455K
  • +2 more
Total $25.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA88%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY6%
  • ARAG INSURANCE COMPANY2%
  • COMPSYCH1%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
  • +2 more
Total $25.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MERCER HEALTH AND BENEFITS, LLC99%
  • MMG AGENCY INC.1%
  • ALLIANT INSURANCE SERVICES, INC.1%
Total $1.3M3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#010

RAYMOND JAMES FINANCIAL, INC. 401(K) PLAN

401k

Assets$2.87B
Participants18,276
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RAYMOND JAMES FINANCIAL, INC. & AFFILIATES PROFIT SHARING PLAN

ProfitSharing

Assets$1.24B
Participants17,564
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RAYMOND JAMES FINANCIAL, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$836.0M
Participants17,454
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

RAYMOND JAMES FINANCIAL, INC. WELFARE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$25.5M
Covered lives24,138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
010RAYMOND JAMES FINANCIAL, INC. 401(K) PLAN401k$2.87B18,2762024
001RAYMOND JAMES FINANCIAL, INC. & AFFILIATES PROFIT SHARING PLANProfitSharing$1.24B17,5642024
002RAYMOND JAMES FINANCIAL, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLANESOP$836.0M17,4542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503RAYMOND JAMES FINANCIAL, INC. WELFARE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$25.5M24,1382025
Retirement plans
Welfare plans
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