Benefits broker of record · NEW YORK, NY
OPPENHEIMER & CO INC.
OPPENHEIMER & CO INC. of NEW YORK, NY is named as the broker of record on 6 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of OPPENHEIMER & CO INC..
6 contracts on file name OPPENHEIMER & CO INC. as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
OPPENHEIMER & CO INC. brokers 6 insured contracts for 6 employers, across 4 states, led by NY, FL, MA.
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK writes the most contracts in the book (2, about 33%); TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY follow.
Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. | NEW YORK, NY | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| PHAXIS, LLC | MELVILLE, NY | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| SMG SERVICES, LLC | NEW YORK, NY | JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORKAnnuity / GIC | —FY2024 |
| HALLEY ENGINEERING CONTRACTORS, INC. | MIAMI, FL | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| VIRGINIA DARE EXTRACT CO., INC. | CARTERET, NJ | JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK | Jan 1FY2024 |
more employer in OPPENHEIMER & CO INC.'s book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2024 on this page)
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