Form 5500 · Employee benefit plan · PHILADELPHIA, PA
JANNEY MONTGOMERY SCOTT LLC
Public Form 5500 records show how JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA, PA) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through ALLSTATE - AMERICAN HERITAGE LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-0731260 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| ALLSTATE - AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 887 | December | $284,846 | $49,549 |
| METLIFE LEGAL PLANS, INC. | — | 219 | December | $46,836 | $7,616 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 2,358 | December | $1,462,595 | $0 |
| QBE INSURANCE COMPANY | Stop-loss | 1,696 | November | $3,170,259 | $0 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 1,301 | December | $651,368 | $0 |
| QBE INSURANCE COMPANY | Stop-loss | 1,696 | December | $264,724 | $0 |
| EYEMED VISION CARE | Vision | 26 | December | $4,132 | $0 |
| EYEMED VISION CARE | Vision | 1,544 | December | $246,296 | $0 |
Questions
Who is JANNEY MONTGOMERY SCOTT LLC's benefits broker?
Per its most recent Form 5500 Schedule A, JANNEY MONTGOMERY SCOTT LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does JANNEY MONTGOMERY SCOTT LLC use?
JANNEY MONTGOMERY SCOTT LLC's benefit plan is written through ALLSTATE - AMERICAN HERITAGE LIFE INSURANCE COMPANY, among 8 disclosed carriers.
When does JANNEY MONTGOMERY SCOTT LLC's group plan renew?
The most recent Schedule A policy period for JANNEY MONTGOMERY SCOTT LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from JANNEY MONTGOMERY SCOTT LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.