Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.4M
- Life$5.2M
- Short-term disability$5.2M
- Long-term disability$5.2M
- Dental$2.7M
- Vision$2.7M
Sponsor portfolioTH
OPPENHEIMER & CO. INC
EIN 13-5657518financial servicesLatest filing 2025
Plans
2
Retirement
1
$807.6M assets
Welfare
1
$8.1M premiums
Participants
6,476
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 / $8.1M premiums / 4,399 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- HARTFORD LIFE AND ACCIDENT64%
- METROPOLITAN LIFE INSURANCE COMPANY33%
- 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$807.6M
Participants3,699
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$8.1M
Covered lives4,399
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 | $807.6M | 3,699 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | OPPENHEIMER & CO. INC. EMPLOYEE BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $8.1M | 4,399 | 2025 |
Retirement plans
Welfare plans