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Sponsor portfolio

BRAND & OPPENHEIMER CO., INC.

EIN 22-3330316-textiles-Latest filing 2025
Plans
2
Retirement
1
$6.0M assets
Welfare
1
$1.4M premiums
Participants
345
208 CLOCK TOWER SQUARE - PORTSMOUTH, RI 02871401-293-5500brandandoppenheimer.comLinkedIn11-50 employeestextiles
Plans on this EIN
2 filings
#001401k-$6.0M - 173 part#501Fully Insured-$1.4M - 172 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 172 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$53K
  • Life$26K
  • Long-term disability$18K
  • Short-term disability$14K
  • Vision$8K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • STARKWEATHER & SHEPLEY, INC.100%
Total $64K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BRAND & OPPENHEIMER CO., INC 401(K) PLAN

401k

Assets$6.0M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BRAND & OPPENHEIMER WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Premiums$1.4M
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRAND & OPPENHEIMER CO., INC 401(K) PLAN401k$6.0M1732025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BRAND & OPPENHEIMER WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF RHODE ISLAND$1.4M1722025
Retirement plans
Welfare plans
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