Oppenheimer Life Agency Ltd
New York, NY
Oppenheimer Life Agency Ltd of New York, NY is the broker of record on 28 Form 5500 Schedule A filings covering 16 employer benefit plans across 9 states, with $601,705 in reported broker commissions (plan year 2025).
Quick answer
Oppenheimer Life Agency Ltd (New York, NY) is the broker of record for 16 employer benefit plan sponsors on 28 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Oppenheimer Life Agency Ltd have?
- Oppenheimer Life Agency Ltd is named as broker on Form 5500 Schedule A filings for 16 distinct plan sponsors in 9 states.
- Who are Oppenheimer Life Agency Ltd's largest employer clients?
- By plan participants, the largest include Empyrean Benefit Solutions, Inc. (887 participants), Aesop Intermediate, LLC (629 participants) and Kazi Foods, Inc. (572 participants).
- How much does Oppenheimer Life Agency Ltd earn in commissions?
- Insurers reported $601,705 in broker commissions and $87,830 in fees paid to Oppenheimer Life Agency Ltd for plan year 2025, per Schedule A Part 1.
- Where is Oppenheimer Life Agency Ltd located?
- Oppenheimer Life Agency Ltd is based in New York, NY and has employer clients in 9 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Oppenheimer Life Agency Ltd on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Empyrean Benefit Solutions, Inc. | TX | 887 | 2025-12-31 |
| Aesop Intermediate, LLC | MO | 629 | 2025-12-31 |
| Kazi Foods, Inc. | VI | 572 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in New York
- Professional Group Plans, Inc.: 1,141 employer clients, $15,443,827 reported commissions (Hauppauge)
- Willis Towers Watson Us LLC: 840 employer clients, $258,213,632 reported commissions (New York)
- Willis Towers Watson Northeast Inc: 723 employer clients, $65,029,965 reported commissions (New York)
- Nfp Corporate Services Ny LLC: 472 employer clients, $38,398,498 reported commissions (New York)
- Reuben Warner Associates, Inc.: 410 employer clients, $1,226,431 reported commissions (Staten Island)
- Nfp Corporate Services: 403 employer clients, $14,717,823 reported commissions (New York)
- Fna Insurance Services Inc: 277 employer clients, $3,611,189 reported commissions (Woodbury)
- Hub International Northeast Limited: 212 employer clients, $11,636,897 reported commissions (Melville)
Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.