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Form 5500 · Employee benefit plan · SAINT LOUIS, MO

BENJAMIN F. EDWARDS & COMPANY, INC.

BENJAMIN F. EDWARDS & COMPANY, INC. of SAINT LOUIS, MO is a 722-participant finance and insurance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is ALLIANT INSURANCE SERVICES. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-3199152 · plan 504 · as of Aug 2026

Participants
722
Carriers on file
7
Disclosed commissions
$159,419
Renewal month
December

Plan brief

Schedule A lists 7 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 685 people.

Reported premium across the insured contracts is $13,287,450, with $159,419 in disclosed broker commissions — about 1.2% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

ALLIANT INSURANCE SERVICES is the broker of record on 1 of the 7 contracts; the rest name a different broker or none.

7 carriers appear on the filing — UNITEDHEALTHCARE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA, DELTA DENTAL OF MISSOURI and CIGNA HEALTH AND LIFE INSURANCE COMPANY among them — with UNITEDHEALTHCARE INSURANCE COMPANY writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
LIFE INSURANCE COMPANY OF NORTH AMERICALife, Disability730December$974,425$101,722
DELTA DENTAL OF MISSOURIDental1,340December$613,258$25,990
UNUM LIFE INSURANCE COMPANY OF AMERICA30December$66,726$13,345
CIGNA HEALTH AND LIFE INSURANCE COMPANY730December$76,034$11,432
VISION SERVICE PLANVision594December$64,108$6,930
CURALINC, LLC730December$16,381$0
UNITEDHEALTHCARE INSURANCE COMPANYHealth685December$11,476,518$0

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