Plan Ledger DOL Form 5500 · updated monthly

Oppenheimer & Co. Inc.benefits

Oppenheimer & Co. Inc. Employee Benefit Plan · TROY, MI · plan year 2025

Broker compensation reported · 2025
$616,317

Oppenheimer & Co. Inc.'s benefits plans covered 2,777 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $616,317 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $222 per covered person, above the median for employer plans that report broker pay. Broker pay rose 9.7% from $561,638 in 2024.

Insurance contracts · 20254
METROPOLITAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 4,399 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICApremiums n/a · 59 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 2,777 covered
COMPSYCH CORPORATIONpremiums n/a · 2,800 covered
Brokers & agents paid · 20252
GALLAGHER BENEFIT SERVICES, INC.$603,759 · incl $92,829 fees
Also brokered by Gallagher5
Prisma Health SC$2,123,789

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 135657518 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.