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Benefits broker of record · ST. LOUIS, MO

STIFEL NICOLAUS & CO INC

STIFEL NICOLAUS & CO INC of ST. LOUIS, MO is named as the broker of record on 26 insurance contracts in public Form 5500 Schedule A filings.

One of 18 offices of STIFEL NICOLAUS & CO INC.

Contracts brokered
26
Book size
$100k–1M
Office state
MO

26 contracts on file name STIFEL NICOLAUS & CO INC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

STIFEL NICOLAUS & CO INC brokers 26 insured contracts for 26 employers, across 12 states, led by PA, CA, IA.

JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (13, about 50%); TRANSAMERICA LIFE INSURANCE COMPANY, TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY, JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK follow.

Renewals concentrate on March 1: 100% of the dated welfare contracts have policy years ending in February, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
DEMCO NEW YORK CORP.EAST SYRACUSE, NYJOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORKAnnuity / GIC—FY2024
CAPSTONE COLLEGIATE COMMUNITIES, LLCBIRMINGHAM, ALJOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC—FY2023
GALLOWAY RIDGE, INC.PITTSBORO, NCPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
MUDD, INC.CEDAR FALLS, IAJOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
ASGCO MANUFACTURING, INC.NAZARETH, PAJOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC—FY2025
Subscriber access
21

more employers in STIFEL NICOLAUS & CO INC's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)

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