Form 5500 · Employee benefit plan · SAINT LOUIS, MO
STIFEL FINANCIAL CORP.
STIFEL FINANCIAL CORP.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is GALLAGHER BENEFIT SERVICES. Coverage is written through UNUM INSURANCE COMPANY and 10 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 43-1273600 · plan 509 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM INSURANCE COMPANY | — | 2,258 | December | $226,399 |
| BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA | — | 223 | December | $195,344 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 1,675 | June | $146,694 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 13,687 | December | $122,585 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Disability | 169 | June | $60,860 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 187 | December | $46,927 |
| METLIFE LEGAL PLANS | — | 982 | December | $22,536 |
| PREFERRED RESOURCE NETWORK, INC | — | 8,374 | December | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health | 23 | June | $0 |
| AXIS INSURANCE COMPANY | — | 8,236 | December | $0 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 5,778 | December | $0 |
Questions
Who is STIFEL FINANCIAL CORP.'s benefits broker?
Per its most recent Form 5500 Schedule A, STIFEL FINANCIAL CORP.'s broker of record is GALLAGHER BENEFIT SERVICES.
What insurance carrier does STIFEL FINANCIAL CORP. use?
STIFEL FINANCIAL CORP.'s benefit plan is written through UNUM INSURANCE COMPANY, among 11 disclosed carriers.
When does STIFEL FINANCIAL CORP.'s group plan renew?
The most recent Schedule A policy period for STIFEL FINANCIAL CORP. ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from STIFEL FINANCIAL CORP.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.