Form 5500 · Employee benefit plan · TROY, MI
OPPENHEIMER & CO. INC.
Public Form 5500 records show how OPPENHEIMER & CO. INC. (TROY, MI) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES. Coverage is written through HARTFORD LIFE AND ACCIDENT and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-5657518 · plan 510 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 2,838 | December | $403,913 |
| AETNA LFE INSURANCE COMPANY | Dental, Vision | 8,771 | December | $64,417 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | 61 | December | $13,693 |
| COMPSYCH CORPORATION | — | 2,800 | December | $0 |
Questions
Who is OPPENHEIMER & CO. INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, OPPENHEIMER & CO. INC.'s broker of record is GALLAGHER BENEFIT SERVICES.
What insurance carrier does OPPENHEIMER & CO. INC. use?
OPPENHEIMER & CO. INC.'s benefit plan is written through HARTFORD LIFE AND ACCIDENT, among 4 disclosed carriers.
When does OPPENHEIMER & CO. INC.'s group plan renew?
The most recent Schedule A policy period for OPPENHEIMER & CO. INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OPPENHEIMER & CO. INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.