Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.0M
- Life$4.8M
- Short-term disability$4.8M
- Long-term disability$4.8M
- Dental$2.8M
- Vision$2.8M
Sponsor portfolioTH
OPPENHEIMER & CO. INC
EIN 13-5657518financial servicesLatest filing 2024
Plans
2
Retirement
1
$700.1M assets
Welfare
1
$7.8M premiums
Participants
6,599
85 BROAD STREET, 22ND FLOOR - NEW YORK, NY 10004800-795-4366oppenheimer.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.8M premiums / 8,771 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- HARTFORD LIFE AND ACCIDENT62%
- AETNA LIFE INSURANCE COMPANY36%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA2%
- COMPSYCH0%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OPPENHEIMER & CO. INC. 401(K) PLAN
401k
Assets$700.1M
Participants3,761
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
OPPENHEIMER & CO. INC. EMPLOYEE BENEFIT PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$7.8M
Covered lives8,771
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPPENHEIMER & CO. INC. 401(K) PLAN | 401k | $700.1M | 3,761 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | OPPENHEIMER & CO. INC. EMPLOYEE BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $7.8M | 8,771 | 2024 |
Retirement plans
Welfare plans