Jefferies Financial Group Inc.

New York, NY

Massachusetts

Registered In

04/05/2023

Incorp. Date

Foreign

Registration Type

New York

Foreign Jurisdiction

Company Summary

Jefferies Financial Group Inc. at 520 Madison Ave, New York, Ny 10022 lists Brian Friedman and Michael J. Sharp of New York, NY as associates.

Registered In: Massachusetts
Incorporation Date: 04/05/2023
Registration Type: Foreign
Foreign Jurisdiction: New York
Company Type: Foreign Corporation
Status: Active
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C T Corporation System Registered Agent	155 FEDERAL ST STE 700, BOSTON, MA 02110
Brian Friedman President
Michael J. Sharp Vice President	520 MADISON AVE, NEW YORK, NY 10022
Brian Friedman Director
Richard Handler Director
Laura Ulbrandt Secretary
John Stacconi TREASURER
Joanna Jia Assistant Secretary

520 MADISON AVE, NEW YORK, NY 10022 View Map

Financial Information for Jefferies Financial Group Inc.

Form 5500

JEFFERIES FINANCIAL GROUP INC.

520 Madison Avenue, 18th Floor, New York, Ny 10022 (212) 708-2715 EIN:13-2615557 Plan Admin:Jeff Agnew

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameJEFFERIES FINANCIAL GROUP INC. TRAVEL ACCIDENT INSURANCE PLAN Plan #505 Participants BOY/EOY2,000 / 0 Assets BOY/EOY$0 / $0	2023	JEFFERIES FINANCIAL GROUP INC. TRAVEL ACCIDENT INSURANCE PLAN - Plan #505	2,000 / 0	$0 / $0
2023	Plan NameJEFFERIES FINANCIAL GROUP INC. LIFE INSURANCE PLAN Plan #502 Participants BOY/EOY177 / 0 Assets BOY/EOY$0 / $0	2023	JEFFERIES FINANCIAL GROUP INC. LIFE INSURANCE PLAN - Plan #502	177 / 0	$0 / $0
2023	Plan NameJEFFERIES FINANCIAL GROUP INC. GROUP BENEFIT PLAN Plan #501 Participants BOY/EOY3,366 / 0 Assets BOY/EOY$0 / $0	2023	JEFFERIES FINANCIAL GROUP INC. GROUP BENEFIT PLAN - Plan #501	3,366 / 0	$0 / $0
2023	Plan NameJEFFERIES FINANCIAL GROUP INC. LONG TERM DISABILITY INSURANCE PLAN Plan #504 Participants BOY/EOY174 / 0 Assets BOY/EOY$0 / $0	2023	JEFFERIES FINANCIAL GROUP INC. LONG TERM DISABILITY INSURANCE PLAN - Plan #504	174 / 0	$0 / $0
2022	Plan NameWILTEL COMMUNICATIONS, LLC PENSION PLAN Plan #004 Participants BOY/EOY2,493 / 2,468 Assets BOY/EOY$138,695,629 / $99,189,714	2022	WILTEL COMMUNICATIONS, LLC PENSION PLAN - Plan #004	2,493 / 2,468	$138,695,629 / $99,189,714
2022	Plan NameJEFFERIES FINANCIAL GROUP INC. SAVINGS AND RETIREMENT PLAN Plan #002 Participants BOY/EOY550 / 560 Assets BOY/EOY$85,125,041 / $70,311,123	2022	JEFFERIES FINANCIAL GROUP INC. SAVINGS AND RETIREMENT PLAN - Plan #002	550 / 560	$85,125,041 / $70,311,123
2022	Plan NameJEFFERIES EMPLOYEES' PENSION PLAN Plan #006 Participants BOY/EOY500 / 479 Assets BOY/EOY$63,702,128 / $45,014,392	2022	JEFFERIES EMPLOYEES' PENSION PLAN - Plan #006	500 / 479	$63,702,128 / $45,014,392
2022	Plan NameJEFFERIES FINANCIAL GROUP INC. LONG TERM DISABILITY INSURANCE PLAN Plan #504 Participants BOY/EOY214 / 0 Assets BOY/EOY$0 / $0	2022	JEFFERIES FINANCIAL GROUP INC. LONG TERM DISABILITY INSURANCE PLAN - Plan #504	214 / 0	$0 / $0
2022	Plan NameJEFFERIES FINANCIAL GROUP INC. TRAVEL ACCIDENT INSURANCE PLAN Plan #505 Participants BOY/EOY2,000 / 0 Assets BOY/EOY$0 / $0	2022	JEFFERIES FINANCIAL GROUP INC. TRAVEL ACCIDENT INSURANCE PLAN - Plan #505	2,000 / 0	$0 / $0
2022	Plan NameJEFFERIES GROUP LLC SEVERANCE PLAN Plan #506 Participants BOY/EOY3,217 / 0 Assets BOY/EOY$0 / $0	2022	JEFFERIES GROUP LLC SEVERANCE PLAN - Plan #506	3,217 / 0	$0 / $0
2022	Plan NameJEFFERIES FINANCIAL GROUP INC. LIFE INSURANCE PLAN Plan #502 Participants BOY/EOY217 / 0 Assets BOY/EOY$0 / $0	2022	JEFFERIES FINANCIAL GROUP INC. LIFE INSURANCE PLAN - Plan #502	217 / 0	$0 / $0
2022	Plan NameJEFFERIES FINANCIAL GROUP INC. GROUP BENEFIT PLAN Plan #501 Participants BOY/EOY3,135 / 0 Assets BOY/EOY$0 / $0	2022	JEFFERIES FINANCIAL GROUP INC. GROUP BENEFIT PLAN - Plan #501	3,135 / 0	$0 / $0
2021	Plan NameJEFFERIES EMPLOYEES' PROFIT SHARING PLAN Plan #005 Participants BOY/EOY4,729 / 4,851 Assets BOY/EOY$901,145,391 / $819,615,960	2021	JEFFERIES EMPLOYEES' PROFIT SHARING PLAN - Plan #005	4,729 / 4,851	$901,145,391 / $819,615,960
2021	Plan NameWILTEL COMMUNICATIONS, LLC PENSION PLAN Plan #004 Participants BOY/EOY2,517 / 2,493 Assets BOY/EOY$132,044,653 / $138,695,629	2021	WILTEL COMMUNICATIONS, LLC PENSION PLAN - Plan #004	2,517 / 2,493	$132,044,653 / $138,695,629
2021	Plan NameJEFFERIES FINANCIAL GROUP INC SAVINGS AND RETIREMENT PLAN Plan #002 Participants BOY/EOY510 / 550 Assets BOY/EOY$75,098,241 / $85,125,041	2021	JEFFERIES FINANCIAL GROUP INC SAVINGS AND RETIREMENT PLAN - Plan #002	510 / 550	$75,098,241 / $85,125,041
2021	Plan NameJEFFERIES FINANCIAL GROUP INC. LONG TERM DISABILITY INSURANCE PLAN Plan #504 Participants BOY/EOY196 / 0 Assets BOY/EOY$0 / $0	2021	JEFFERIES FINANCIAL GROUP INC. LONG TERM DISABILITY INSURANCE PLAN - Plan #504	196 / 0	$0 / $0
2021	Plan NameJEFFERIES GROUP LLC SEVERANCE PLAN Plan #506 Participants BOY/EOY3,008 / 0 Assets BOY/EOY$0 / $0	2021	JEFFERIES GROUP LLC SEVERANCE PLAN - Plan #506	3,008 / 0	$0 / $0
2021	Plan NameJEFFERIES FINANCIAL GROUP INC. LIFE INSURANCE PLAN Plan #502 Participants BOY/EOY199 / 0 Assets BOY/EOY$0 / $0	2021	JEFFERIES FINANCIAL GROUP INC. LIFE INSURANCE PLAN - Plan #502	199 / 0	$0 / $0
2021	Plan NameJEFFERIES FINANCIAL GROUP INC. TRAVEL ACCIDENT INSURANCE PLAN Plan #505 Participants BOY/EOY2,000 / 0 Assets BOY/EOY$0 / $0	2021	JEFFERIES FINANCIAL GROUP INC. TRAVEL ACCIDENT INSURANCE PLAN - Plan #505	2,000 / 0	$0 / $0
2020	Plan NameWILTEL COMMUNICATIONS, LLC PENSION PLAN Plan #004 Participants BOY/EOY2,565 / 2,517 Assets BOY/EOY$113,208,812 / $132,044,653	2020	WILTEL COMMUNICATIONS, LLC PENSION PLAN - Plan #004	2,565 / 2,517	$113,208,812 / $132,044,653
2020	Plan NameJEFFERIES FINANCIAL GROUP INC SAVINGS AND RETIREMENT PLAN Plan #002 Participants BOY/EOY514 / 510 Assets BOY/EOY$72,380,461 / $75,098,241	2020	JEFFERIES FINANCIAL GROUP INC SAVINGS AND RETIREMENT PLAN - Plan #002	514 / 510	$72,380,461 / $75,098,241
2020	Plan NameJEFFERIES FINANCIAL GROUP INC. LONG TERM DISABILITY INSURANCE PLAN Plan #504 Participants BOY/EOY193 / 0 Assets BOY/EOY$0 / $0	2020	JEFFERIES FINANCIAL GROUP INC. LONG TERM DISABILITY INSURANCE PLAN - Plan #504	193 / 0	$0 / $0
2020	Plan NameJEFFERIES FINANCIAL GROUP INC. HEALTH AND WELFARE PLAN Plan #503 Participants BOY/EOY171 / 0 Assets BOY/EOY$0 / $0	2020	JEFFERIES FINANCIAL GROUP INC. HEALTH AND WELFARE PLAN - Plan #503	171 / 0	$0 / $0
2020	Plan NameJEFFERIES FINANCIAL GROUP INC. TRAVEL ACCIDENT INSURANCE PLAN Plan #505 Participants BOY/EOY2,000 / 0 Assets BOY/EOY$0 / $0	2020	JEFFERIES FINANCIAL GROUP INC. TRAVEL ACCIDENT INSURANCE PLAN - Plan #505	2,000 / 0	$0 / $0
2020	Plan NameJEFFERIES FINANCIAL GROUP INC. LIFE INSURANCE PLAN Plan #502 Participants BOY/EOY196 / 0 Assets BOY/EOY$0 / $0	2020	JEFFERIES FINANCIAL GROUP INC. LIFE INSURANCE PLAN - Plan #502	196 / 0	$0 / $0
2019	Plan NameWILTEL COMMUNICATIONS, LLC PENSION PLAN Plan #004 Participants BOY/EOY2,598 / 2,565 Assets BOY/EOY$91,069,420 / $113,208,812	2019	WILTEL COMMUNICATIONS, LLC PENSION PLAN - Plan #004	2,598 / 2,565	$91,069,420 / $113,208,812
2019	Plan NameJEFFERIES FINANCIAL GROUP INC SAVINGS AND RETIREMENT PLAN Plan #002 Participants BOY/EOY503 / 514 Assets BOY/EOY$62,867,077 / $72,380,461	2019	JEFFERIES FINANCIAL GROUP INC SAVINGS AND RETIREMENT PLAN - Plan #002	503 / 514	$62,867,077 / $72,380,461
2019	Plan NameJEFFERIES FINANCIAL GROUP INC. HEALTH AND WELFARE PLAN Plan #503 Participants BOY/EOY175 / 0 Assets BOY/EOY$0 / $0	2019	JEFFERIES FINANCIAL GROUP INC. HEALTH AND WELFARE PLAN - Plan #503	175 / 0	$0 / $0
2019	Plan NameJEFFERIES FINANCIAL GROUP INC. LONG TERM DISABILITY INSURANCE PLAN Plan #504 Participants BOY/EOY194 / 0 Assets BOY/EOY$0 / $0	2019	JEFFERIES FINANCIAL GROUP INC. LONG TERM DISABILITY INSURANCE PLAN - Plan #504	194 / 0	$0 / $0
2019	Plan NameJEFFERIES FINANCIAL GROUP INC. TRAVEL ACCIDENT INSURANCE PLAN Plan #505 Participants BOY/EOY2,000 / 0 Assets BOY/EOY$0 / $0	2019	JEFFERIES FINANCIAL GROUP INC. TRAVEL ACCIDENT INSURANCE PLAN - Plan #505	2,000 / 0	$0 / $0
2019	Plan NameJEFFERIES FINANCIAL GROUP INC. LIFE INSURANCE PLAN Plan #502 Participants BOY/EOY197 / 0 Assets BOY/EOY$0 / $0	2019	JEFFERIES FINANCIAL GROUP INC. LIFE INSURANCE PLAN - Plan #502	197 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

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Address Match:520 Madison Ave New York, NY

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Person/City Match:Michael J Sharp - New York, NY

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor

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