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Sponsor portfolioWelfare / HealthEIN 13-2615557
JEFFERIES FINANCIAL GROUP INC.
520 MADISON AVENUE, 18TH FLOOR · NEW YORK, NY 10022
2127082715
- Plans filed
- 6
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$3.6M
No prior year
Persons covered
6,949
No prior year
Total participants
7,735
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #501$3.6M
JEFFERIES FINANCIAL GROUP INC. GROUP BENEFIT PLAN
Fully insured6,949 covered·4 carriers
Primary: LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK
Plan #503$2.9M
JEFFERIES FINANCIAL GROUP INC. HEALTH AND WELFARE PLAN
Fully insured381 covered·1 carrier
Primary: EMPIRE HEALTHCHOICE ASSURANCE, INC.
Plan #505$53K
JEFFERIES FINANCIAL GROUP INC. TRAVEL ACCIDENT INSURANCE PLAN
Fully insured1 covered·1 carrier
Primary: ACE AMERICAN INSURANCE COMPANY
Plan #504$43K
JEFFERIES FINANCIAL GROUP INC. LONG TERM DISABILITY INSURANCE PLAN
Fully insured168 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Plan #502$38K
JEFFERIES FINANCIAL GROUP INC. LIFE INSURANCE PLAN
Fully insured171 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Plan #506$0
JEFFERIES GROUP LLC SEVERANCE PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $3.0M | 32.4% | |
| Life | $2.2M | 23.8% | |
| Long-term disability | $2.2M | 23.8% | |
| Health | $819K | 8.7% | |
| Dental | $554K | 5.9% | |
| Vision | $493K | 5.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 220832760 | LLTDOth | $2.2M | 62.2% | 1 | 1 | 3,854 |
EIN 591031071 | HDVOth | $1.3M | 36.5% | 1 | 3 | 6,949 |
EIN 952371728 | Oth | $49K | 1.4% | 1 | 1 | 3,854 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | GLENDALE, CA | LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK, ACE AMERICAN INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $282K | $6K | $287K | 96.7% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | STATEN ISLAND, NY | ACE AMERICAN INSURANCE COMPANY | $0 | $10K | $10K | 3.3% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan