Form 5500 · Employee benefit plan · ST. PETERSBURG, FL
RAYMOND JAMES FINANCIAL, INC.
RAYMOND JAMES FINANCIAL, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY and 15 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-1517485 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | 606 | March | $446,677 |
| UNUM INSURANCE COMPANY | — | 3,693 | March | $347,148 |
| UNUM INSURANCE COMPANY | — | 2,358 | March | $96,854 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 3,998 | March | $52,288 |
| ARAG INSURANCE COMPANY | — | 5,086 | March | $49,220 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 553 | March | $30,715 |
| PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | 41 | March | $28,700 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | 28 | March | $24,684 |
| FEDERAL INSURANCE COMPANY | — | 15,889 | March | $8,465 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 24,138 | March | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 219 | March | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Dental, Vision | 38 | March | $0 |
| COMPSYCH | — | 15,934 | March | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 15,884 | March | $0 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 201 | March | $0 |
| NETCARE LIFE & HEALTH INSURANCE | Health, Life | 12 | March | $0 |
Questions
Who is RAYMOND JAMES FINANCIAL, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, RAYMOND JAMES FINANCIAL, INC.'s broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does RAYMOND JAMES FINANCIAL, INC. use?
RAYMOND JAMES FINANCIAL, INC.'s benefit plan is written through PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, among 16 disclosed carriers.
When does RAYMOND JAMES FINANCIAL, INC.'s group plan renew?
The most recent Schedule A policy period for RAYMOND JAMES FINANCIAL, INC. ended in March. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from RAYMOND JAMES FINANCIAL, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.