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Benefits Intelligence/Broker Directory/Missouri

Stifel Nicolaus & Company

Saint Louis, MO

Stifel Nicolaus & Company of Saint Louis, MO is the broker of record on 10 Form 5500 Schedule A filings covering 7 employer benefit plans across 6 states, with $133,841 in reported broker commissions (plan year 2025).

Employer clients
7
distinct plan sponsors
Schedule A filings
10
States served
6
Reported commissions
$133,841
plan year 2025

Quick answer

Stifel Nicolaus & Company (Saint Louis, MO) is the broker of record for 7 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Stifel Nicolaus & Company have?
Stifel Nicolaus & Company is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 6 states.
Who are Stifel Nicolaus & Company's largest employer clients?
By plan participants, the largest include Marshalls, Inc. (607 participants), Lacks Valley Stores, Ltd. (195 participants) and Windsor Place Nursing Center, Inc. (156 participants).
How much does Stifel Nicolaus & Company earn in commissions?
Insurers reported $133,841 in broker commissions paid to Stifel Nicolaus & Company for plan year 2025, per Schedule A Part 1.
Where is Stifel Nicolaus & Company located?
Stifel Nicolaus & Company is based in Saint Louis, MO and has employer clients in 6 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Stifel Nicolaus & Company on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Marshalls, Inc.MO6072025-12-31
Lacks Valley Stores, Ltd.TX1952025-12-31
Windsor Place Nursing Center, Inc.MS1562024-12-31
4 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.