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Sponsor portfolioWelfare / HealthEIN 43-1273600
STIFEL FINANCIAL CORP.
ONE FINANCIAL PLAZA · SAINT LOUIS, MO 63102
3143422230
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$13.4M
No prior year
Persons covered
12,619
No prior year
Total participants
8,307
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $10.4M | 43.9% | |
| Other | $6.8M | 28.6% | |
| Long-term disability | $5.6M | 23.5% | |
| Vision | $584K | 2.5% | |
| Health | $181K | 0.8% | |
| Prescription drug | $181K | 0.8% |
Carrier overview
9 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 341650967 | LOth | $5.6M | 41.5% | 1 | 2 | 1,660 |
EIN 930242990 | LLTDOth | $5.1M | 38.3% | 1 | 1 | 12,619 |
EIN 751277524 | Oth | $940K | 7.0% | 1 | 1 | 349 |
EIN 430949844 | V | $584K | 4.4% | 1 | 1 | 6,992 |
EIN 041590850 | LTD | $481K | 3.6% | 1 | 1 | 150 |
EIN 010278678 | Oth | $346K | 2.6% | 1 | 1 | 179 |
EIN 990040115 | HRx | $181K | 1.4% | 1 | 1 | 23 |
EIN 431613278 | Oth | $174K | 1.3% | 1 | 1 | 8,389 |
EIN 391338397 | $0 | 0.0% | 1 | 1 | 8,307 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | CHICAGO, IL | METLIFE LEGAL PLANS, BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA, STANDARD INSURANCE COMPANY | $1.1M | $43K | $1.2M | 58.3% | 1 |
| UKG INC | ATLANTA, GA | STANDARD INSURANCE COMPANY | $0 | $171K | $171K | 8.7% | 1 |
| KESTRA INVESTMENT SERVICES LLC | AUSTIN, TX | METROPOLITAN LIFE INSURANCE COMPANY | $154K | $0 | $154K | 7.8% | 1 |
| KENNETH C YARBROUGH | ALPHARETTA, GA | BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA | $143K | $0 | $143K | 7.3% | 1 |
| AON CONSULTING INC | CHICAGO, IL | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA | $137K | $0 | $137K | 6.9% | 1 |
| GREGORY J. LOUGH | CHARDON, OH | BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA | $113K | $0 | $113K | 5.7% | 1 |
| LIFETIME FINANCIAL GROWTH OF N. OH | NEW YORK, NY | BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA | $0 | $104K | $104K | 5.3% | 1 |
History & trajectory
10 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