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| Plan Name | JEFFERIES FINANCIAL GROUP INC. GROUP BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | JEFFERIES FINANCIAL GROUP, INC. |
| Employer identification number (EIN): | 132615557 |
| NAIC Classification: | 523110 |
| NAIC Description: | Investment Banking and Securities Dealing |
Additional information about JEFFERIES FINANCIAL GROUP, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1968-05-24 |
| Company Identification Number: | 223833 |
| Legal Registered Office Address: |
520 Madison Avenue - 11th Floor New York New York United States of America (USA) 10022 |
More information about JEFFERIES FINANCIAL GROUP, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2022-01-01 | JEFF AGNEW | 2023-07-07 | ||
| 501 | 2009-01-01 | CHERYL DALLOS |
| Measure | Date | Value |
|---|---|---|
| 2022: JEFFERIES FINANCIAL GROUP INC. GROUP BENEFIT PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-01-01 | 3,135 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3,238 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 66 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 62 |
| Total of all active and inactive participants | 2022-01-01 | 3,366 |
| Number of employers contributing to the scheme | 2022-01-01 | 0 |
| 2009: JEFFERIES FINANCIAL GROUP INC. GROUP BENEFIT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 296 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 284 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 284 |
| 2022: JEFFERIES FINANCIAL GROUP INC. GROUP BENEFIT PLAN 2022 form 5500 responses | ||
|---|---|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: JEFFERIES FINANCIAL GROUP INC. GROUP BENEFIT PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) | |||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 3208324 | ||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||
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| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) | |||||||||||||||||||||||||||||||||||||||||
| Policy contract number | ABL635070 | ||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||
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| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) | |||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 4047B | ||||||||||||||||||||||||||||||||||||||||
| Policy instance | 3 | ||||||||||||||||||||||||||||||||||||||||
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| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) | |||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 4047A | ||||||||||||||||||||||||||||||||||||||||
| Policy instance | 4 | ||||||||||||||||||||||||||||||||||||||||
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| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) | |||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 10182575 | ||||||||||||||||||||||||||||||||||||||||
| Policy instance | 5 | ||||||||||||||||||||||||||||||||||||||||
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