Form 5500 · Employee benefit plan · NEW YORK, NY
JEFFERIES FINANCIAL GROUP INC.
JEFFERIES FINANCIAL GROUP INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is EPIC INC. Coverage is written through ACE AMERICAN INSURANCE COMPANY. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-2615557 · plan 505 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| ACE AMERICAN INSURANCE COMPANY | — | 1 | September | $7,983 |
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 EPIC INC.
What insurance carrier does JEFFERIES FINANCIAL GROUP INC. use?
JEFFERIES FINANCIAL GROUP INC.'s benefit plan is written through ACE AMERICAN INSURANCE COMPANY.
When does JEFFERIES FINANCIAL GROUP INC.'s group plan renew?
The most recent Schedule A policy period for JEFFERIES FINANCIAL GROUP INC. ended in September. 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.