Stifel Nicolaus & Company Inc
St. Louis, MO
Stifel Nicolaus & Company Inc of St. Louis, MO is the broker of record on 39 Form 5500 Schedule A filings covering 25 employer benefit plans across 13 states, with $623,313 in reported broker commissions (plan year 2025).
Quick answer
Stifel Nicolaus & Company Inc (St. Louis, MO) is the broker of record for 25 employer benefit plan sponsors on 39 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Stifel Nicolaus & Company Inc have?
- Stifel Nicolaus & Company Inc is named as broker on Form 5500 Schedule A filings for 25 distinct plan sponsors in 13 states.
- Who are Stifel Nicolaus & Company Inc's largest employer clients?
- By plan participants, the largest include Principal Life Insurance Company (161,040 participants), Administrative Group, LLC Dba Transamerica Fiduciary Services (41,604 participants) and Nuvance Health (2,628 participants).
- How much does Stifel Nicolaus & Company Inc earn in commissions?
- Insurers reported $623,313 in broker commissions and $143,669 in fees paid to Stifel Nicolaus & Company Inc for plan year 2025, per Schedule A Part 1.
- Where is Stifel Nicolaus & Company Inc located?
- Stifel Nicolaus & Company Inc is based in St. Louis, MO and has employer clients in 13 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Stifel Nicolaus & Company Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Principal Life Insurance Company | IA | 161,040 | 2024-12-31 |
| Administrative Group, LLC Dba Transamerica Fiduciary Services | IA | 41,604 | 2025-12-31 |
| Nuvance Health | CT | 2,628 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.