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Sponsor portfolioWelfare / HealthEIN 13-5657518
OPPENHEIMER & CO. INC.
3310 WEST BIG BEAVER ROAD · TROY, MI 48084
2486378300
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$8.1M
No prior year
Persons covered
4,399
No prior year
Total participants
2,777
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $5.4M | 20.5% | |
| Life | $5.2M | 19.7% | |
| Short-term disability | $5.2M | 19.7% | |
| Long-term disability | $5.2M | 19.7% | |
| Dental | $2.7M | 10.2% | |
| Vision | $2.7M | 10.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 060838648 | LSTDLTDOth | $5.2M | 64.3% | 1 | 1 | 2,777 |
EIN 135581829 | DV | $2.7M | 33.3% | 1 | 1 | 4,399 |
EIN 221211670 | Oth | $167K | 2.1% | 1 | 1 | 59 |
EIN 363739783 | Oth | $28K | 0.3% | 1 | 1 | 2,800 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | ITASCA, IL | PRUDENTIAL INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT | $523K | $93K | $616K | 100.0% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan