Form 5500 · Employee benefit plan · AUSTIN, TX
KESTRA FINANCIAL, INC.
Public Form 5500 records show how KESTRA FINANCIAL, INC. (AUSTIN, TX) structures its employee benefits. Its broker of record is NFP CORPORATE SERVICES NY LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-1566880 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | — | December | $118,664 |
| DELTA DENTAL INSURANCE COMPANY | Dental | 1,836 | December | $32,088 |
| ARAG SERVICES, LLC | — | 194 | December | $3,725 |
| VISION SERVICE PLAN | Vision | 726 | December | $2,876 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 3,529 | December | $0 |
Questions
Who is KESTRA FINANCIAL, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, KESTRA FINANCIAL, INC.'s broker of record is NFP CORPORATE SERVICES NY LLC.
What insurance carrier does KESTRA FINANCIAL, INC. use?
KESTRA FINANCIAL, INC.'s benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 5 disclosed carriers.
When does KESTRA FINANCIAL, INC.'s group plan renew?
The most recent Schedule A policy period for KESTRA FINANCIAL, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from KESTRA FINANCIAL, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.