Plan Ledger DOL Form 5500 · updated monthly

Brand & Oppenheimer Co. Inc.benefits

Brand & Oppenheimer Welfare Benefits Plan · RED BANK, NJ · plan year 2024

Previously filed as Brand & Oppenheimer Co., Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$63,818

Brand & Oppenheimer Co. Inc.'s benefits plans covered 172 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $63,818 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $371 per covered person, above the median for employer plans that report broker pay. Broker pay fell 14% from $73,817 in 2023.

Insurance contracts · 20248
BLUE CROSS BLUE SHIELD OF RHODE ISLAND · healthpremiums n/a · 172 covered
BLUE CROSS BLUE SHIELD OF RHODE ISLAND · dentalpremiums n/a · 157 covered
VISION SERVICE PLAN · visionpremiums n/a · 79 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 11 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 63 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 151 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · stdpremiums n/a · 63 covered
Brokers & agents paid · 20241
STARKWEATHER & SHEPLEY, INC.$63,818 · incl $55,188 fees
Also brokered by Starkweather & Shepley, Inc.5
Aipso RI$7,664

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 223330316 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.