Janney Montgomery Scott LLC
Overview
Janney Montgomery Scott LLC sponsors a self-funded health plan that covered 2,358 participants in plan year 2025, up 4% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 2,358 · prior year 2,278
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Janney Montgomery Scott LLC Health and Welfare Plan, plan 501 (2,358 participants)
- Stop-loss carrier
- QBE Insurance Company; QBE Insurance Company
- Broker compensation
- $425K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| QBE Insurance Company | Stop-loss | 1,696 | $3.4M | $245K |
| Reliance Standard Life Insurance Company | Life, Long-term disability | 2,358 | $2.1M | $122K |
| Allstate - American Heritage Life Insurance Company | Accident, Critical Illness | 887 | $285K | $50K |
| Eyemed Vision Care | Vision | 1,544 | $250K | — |
| MetLife Legal Plans, Inc. | Legal Plan | 219 | $47K | $8K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 2,358 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Janney Montgomery Scott LLC
- Sponsor EIN
- 23-0731260
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 23-0731260 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Janney Montgomery Scott LLC Profit Sharing and Savings Plan
- Type
- 401(k) plan
- Participants
- 2,867
About this data
Source: Janney Montgomery Scott LLC's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Janney Montgomery Scott LLC.