# OPPENHEIMER & CO. INC. EMPLOYEE BENEFIT PLAN

Health and welfare plan sponsored by **OPPENHEIMER & CO. INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | OPPENHEIMER & CO. INC. |
| EIN | 135657518 |
| Plan number | 510 |
| Plan year | 2025 |
| Location | TROY, MI |
| Industry | financial services |
| Funding | mixed |
| Total premiums | $8.1M |
| Participants | 2,777 |
| Persons covered | 4,399 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, STD, LTD, Other |
| METLIFE LEGAL PLANS | Dental, Vision |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Other |
| COMPSYCH | Other |

## Brokers

| Broker | Placed with |
|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | HARTFORD LIFE AND ACCIDENT |
| GALLAGHER BENEFIT SERVICES, INC. | METROPOLITAN LIFE INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | PRUDENTIAL INSURANCE COMPANY OF AMERICA |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/135657518-510
- Cite as: PlanOptica, https://planoptica.com/welfare/135657518-510
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