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Benefits brokerage · 18 offices

STIFEL NICOLAUS & CO INC

STIFEL NICOLAUS & CO INC is named as the broker of record on 63 insurance contracts across its 18 offices in public Form 5500 Schedule A filings.

Offices
18
Contracts
63
Carriers
13

Offices

The 12 offices with the largest books, largest first. The other 6 are in the list below.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

All 18 offices

Every office that files under the STIFEL NICOLAUS & CO INC name, largest book first.

Book profile

STIFEL NICOLAUS & CO INC brokers 63 insured contracts for 57 employers, across 20 states, led by CA, MI, PA.

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (19, about 30%); JOHN HANCOCK LIFE INSURANCE COMPANY, EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA, TRANSAMERICA LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 50% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
DEMCO NEW YORK CORP.EAST SYRACUSE, NYST. LOUIS, MOJOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORKAnnuity / GIC—FY2024
MCELROY TRUCK LINES, INCCUBA, ALTUSCALOOSA, AKTALCOTT RESOLUTION LIFE INSURANCE COMPANYAnnuity / GIC—FY2025
PRINCIPAL LIFE INSURANCE COMPANYDES MOINES, IALOUISVILLE, KYPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
CAPSTONE COLLEGIATE COMMUNITIES, LLCBIRMINGHAM, ALST. LOUIS, MOJOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC—FY2023
GALLOWAY RIDGE, INC.PITTSBORO, NCST. LOUIS, MOPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
Subscriber access
52

more employers in STIFEL NICOLAUS & CO INC's book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)