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