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  2. David Oppenheimer and Company, LLC
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Filings through Oct 24, 2026.

David Oppenheimer and Company, LLC

EIN 91-1540604-computer software-Latest filing 2025
Plans
3
Retirement
1
$56.5M assets
Health & Benefits
2
$3.3M premiums
Participants
532
LinkedIn51-200 employeescomputer software
Plans on this EIN
3 filings
#002401(k)-$56.5M - 219 part#501Fully insured-$3.2M - 249 lives#502Fully insured-$120K - 165 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $3.3M premiums / 414 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Dental$3.1M
  • Other$113K
  • Life$109K
  • Long-term disability$109K
  • Vision$17K
Total $3.2M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

DAVID OPPENHEIMER AND COMPANY 401(K) PLAN

401(k)

Assets$56.5M
Participants219
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

DAVID OPPENHEIMER & COMPANY I, LLC GROUP EMPLOYEE HEALTH CARE PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.2M
Covered lives249
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

DAVID OPPENHEIMER & COMPANY I, LLC EMPLOYEE LIFE, AD&D AND LTD PLAN

Fully insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$120K
Covered lives165
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002DAVID OPPENHEIMER AND COMPANY 401(K) PLAN401(k)$56.5M2192025
  • DAVID OPPENHEIMER AND COMPANY 401(K) PLAN$56.5M
    #002 · 401(k) · 2025219

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501DAVID OPPENHEIMER & COMPANY I, LLC GROUP EMPLOYEE HEALTH CARE PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$3.2M2492025
#502DAVID OPPENHEIMER & COMPANY I, LLC EMPLOYEE LIFE, AD&D AND LTD PLANFully insuredSYMETRA LIFE INSURANCE COMPANY$120K1652024
  • DAVID OPPENHEIMER & COMPANY I, LLC GROUP EMPLOYEE HEALTH CARE PLAN$3.2M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025249
  • DAVID OPPENHEIMER & COMPANY I, LLC EMPLOYEE LIFE, AD&D AND LTD PLAN$120K
    #502 · Fully insured · SYMETRA LIFE INSURANCE COMPANY · 2024165
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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