Form 5500 · Employee benefit plan · NEW YORK, NY
JEFFERIES FINANCIAL GROUP INC.
JEFFERIES FINANCIAL GROUP INC. of NEW YORK, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GALLAGHER BENEFIT SERVICES. Coverage is written through LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-2615557 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK | Life, Disability | 3,616 | December | $254,334 |
| ACE AMERICAN INSURANCE COMPANY | — | 3,616 | December | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 1 | December | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 12 | June | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Vision | 6,907 | December | $0 |
Questions
Who is JEFFERIES FINANCIAL GROUP INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, JEFFERIES FINANCIAL GROUP INC.'s broker of record is GALLAGHER BENEFIT SERVICES.
What insurance carrier does JEFFERIES FINANCIAL GROUP INC. use?
JEFFERIES FINANCIAL GROUP INC.'s benefit plan is written through LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK, among 5 disclosed carriers.
When does JEFFERIES FINANCIAL GROUP INC.'s group plan renew?
The most recent Schedule A policy period for JEFFERIES FINANCIAL GROUP INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from JEFFERIES FINANCIAL GROUP INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.