# STIFEL FINANCIAL CORP. GROUP BENEFITS PLAN

Health and welfare plan sponsored by **STIFEL FINANCIAL CORP.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | STIFEL FINANCIAL CORP. |
| EIN | 431273600 |
| Plan number | 509 |
| Plan year | 2025 |
| Location | SAINT LOUIS, MO |
| Industry | financial services |
| Funding | mixed |
| Total premiums | $13.4M |
| Participants | 8,307 |
| Persons covered | 12,619 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| METLIFE LEGAL PLANS | Life, Other |
| STANDARD INSURANCE COMPANY | Life, LTD, Indemnity, Other |
| BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA | Other |
| EYEMED VISION CARE | Vision |
| MASSMUTUAL | LTD |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Rx, PPO |
| PREFERRED RESOURCE NETWORK, INC. DBA PERSONAL ASSISTANCE SERVICES | Other |
| AXIS CAPITAL | Other |

## Brokers

| Broker | Placed with |
|---|---|
| KESTRA INVESTMENT SERVICES LLC | METROPOLITAN LIFE INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | STANDARD INSURANCE COMPANY |
| UKG INC | STANDARD INSURANCE COMPANY |
| YARBROUGH, KENNETH C | BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA |
| GREGORY J. LOUGH | BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA |
| GALLAGHER BENEFIT SERVICES, INC. | BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA |
| LIFETIME FINANCIAL GROWTH OF MI | BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA |
| AON CONSULTING INC | BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA |
| AON CONSULTING INC | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| GALLAGHER BENEFIT SERVICES, INC. | METLIFE LEGAL PLANS |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/431273600-509
- Cite as: PlanOptica, https://planoptica.com/welfare/431273600-509
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