Benefits brokerage · 3 offices
OPPENHEIMER LIFE AGENCY LTD
OPPENHEIMER LIFE AGENCY LTD is named as the broker of record on 13 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.
Offices
Book profile
OPPENHEIMER LIFE AGENCY LTD brokers 13 insured contracts for 13 employers, across 8 states, led by MO, TX, CA.
JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 38%); TRANSAMERICA LIFE INSURANCE COMPANY, MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE 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.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| KELENA FARMS, INC. | KUNIA, HI | NEW YORK, NY | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| ICC, INC. | ST. LOUIS, MO | NEW YORK, NY | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| LRN CORPORATION | NEW YORK, NY | NEW YORK, NY | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| THE WOODLANDS CHRISTIAN ACADEMY | THE WOODLANDS, TX | SPRING, TX | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| RGF ENVIRONMENTAL GROUP, INC. | RIVIERA BEACH, FL | NEW YORK, NY | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in OPPENHEIMER LIFE AGENCY LTD'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 year 2024 on this page)