Benefits broker of record · NEW YORK, NY
OPPENHEIMER LIFE AGENCY LTD
OPPENHEIMER LIFE AGENCY LTD of NEW YORK, NY is named as the broker of record on 11 insurance contracts in public Form 5500 Schedule A filings.
One of 3 offices of OPPENHEIMER LIFE AGENCY LTD.
11 contracts on file name OPPENHEIMER LIFE AGENCY LTD 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 LIFE AGENCY LTD brokers 11 insured contracts for 11 employers, across 8 states, led by CA, MO, TX.
JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 45%); TRANSAMERICA LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY follow.
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.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| KELENA FARMS, INC. | KUNIA, HI | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| ICC, INC. | ST. LOUIS, MO | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| LRN CORPORATION | NEW YORK, NY | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| RGF ENVIRONMENTAL GROUP, INC. | RIVIERA BEACH, FL | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| TEXAS HEART MEDICAL GROUP | HOUSTON, TX | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in OPPENHEIMER LIFE AGENCY LTD'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)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both