Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.0M
- Life$1.9M
- Long-term disability$1.9M
- Vision$168K
- Health$73K
- Dental$73K
Sponsor portfolio
STONEX GROUP INC.
EIN 59-2921318Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$309.2M assets
Welfare
1
$2.2M premiums
Participants
4,207
1251 NW BRIARCLIFF PKWY, SUITE 800 - KANSAS CITY, MO 64116816-410-7120
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 2,701 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA86%
- AMERITAS LIFE INSURANCE CORP.7%
- UNITEDHEALTHCARE INSURANCE COMPANY3%
- MAGELLAN HEALTHCARE3%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
88%top
- CBIZ BENEFITS & INSURANCE SERVICES88%
- LOCKTON COMPANIES, LLC11%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
STONEX GROUP INC. 401(K) PLAN
401k
Assets$309.2M
Participants2,344
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
STONEX GROUP IN. EMPLOYEE BENEFIT PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$2.2M
Covered lives2,701
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | STONEX GROUP INC. 401(K) PLAN | 401k | $309.2M | 2,344 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | STONEX GROUP IN. EMPLOYEE BENEFIT PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $2.2M | 2,701 | 2024 |
Retirement plans
Welfare plans