Plan Ledger DOL Form 5500 · updated monthly

Kestra Financial, Inc.benefits

Kestra Financial Health and Benefit Plan · AUSTIN, TX · plan year 2025

Broker compensation reported · 2025
$597,052

Kestra Financial, Inc.'s benefits plans covered 948 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $120,142. Insurance brokers and agents were paid $597,052 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 497.0% of premiums. That is $630 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 26% from $475,551 in 2024.

Insurance contracts · 20255
VISION SERVICE PLAN · vision$120K · 726 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 3,529 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life std ltdpremiums n/a
ARAG SERVICES, LLCpremiums n/a · 194 covered
DELTA DENTAL INSURANCE COMPANY · dentalpremiums n/a · 1,836 covered
Brokers & agents paid · 20253
NFP CORPORATE SERVICES NY LLC$565,850 · incl $412,222 fees
TOTALIS BENEFITS, INC$27,477 · incl $27,477 fees
Also brokered by Nfp5
Knapp, Inc. GA$550,025

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 471566880 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.