Plan Ledger DOL Form 5500 · updated monthly

Stifel Financial Corp.benefits

Stifel Financial Corp. Group Benefits Plan · SAINT LOUIS, MO · plan year 2024

Broker compensation reported · 2024
$889,341

Stifel Financial Corp.'s benefits plans covered 8,236 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $889,341 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $108 per covered person, below the median for employer plans that report broker pay. Broker pay rose 199% from $297,622 in 2023.

Insurance contracts · 202411
AXIS INSURANCE COMPANYpremiums n/a · 8,236 covered
HAWAII MEDICAL SERVICE ASSOCIATION · health drug ppopremiums n/a · 23 covered
METLIFE LEGAL PLANSpremiums n/a · 982 covered
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 13,687 covered
BERKSHIRE LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 223 covered
PREFERRED RESOURCE NETWORK, INCpremiums n/a · 8,374 covered
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 1,675 covered
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 169 covered
UNUM INSURANCE COMPANYpremiums n/a · 2,258 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 187 covered
Brokers & agents paid · 20246
KESTRA INVESTEMENT SERVICES, LLC$146,694
PLANSOURCE BENEFIT ADMINISTRATORS$54,338
GALLAGHER BENEFIT SERVICES, INC.$556,936 · incl $63,996 fees
REUBEN WARNER ASSOCIATES$4,000 · incl $4,000 fees

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 431273600 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.