Benefits brokerage · 2 offices
OPPENHEIMER & CO INC.
OPPENHEIMER & CO INC. is named as the broker of record on 8 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| NEW YORK | NY | 6 |
| No city on file | — | 2 |
Book profile
OPPENHEIMER & CO INC. brokers 8 insured contracts for 8 employers, across 6 states, led by NY, FL, GA.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 38%); JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK, TRANSAMERICA FINANCIAL 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 | Office | Carrier | Renews |
|---|---|---|---|---|
| NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. | NEW YORK, NY | NEW YORK, NY | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| PHAXIS, LLC | MELVILLE, NY | NEW YORK, NY | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| SMG SERVICES, LLC | NEW YORK, NY | NEW YORK, NY | JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORKAnnuity / GIC | —FY2024 |
| HALLEY ENGINEERING CONTRACTORS, INC. | MIAMI, FL | NEW YORK, NY | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| MERCHANT ESOLUTIONS, INC. | ATLANTA, GA | No city on file | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
more employers in OPPENHEIMER & CO INC.'s book
See the full client list across every office, 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 years 2024–2025 on this page)