Oppenheimer Life Agency Ltd — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Oppenheimer Life Agency Ltd is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $38,009 and reported indirect compensation totals $49,237.

Reported compensation summary

Reported direct compensation
$38,009
Reported indirect compensation
$49,237
Total reported compensation
$87,246
Filings
4
Plan sponsors
4
Plans
4
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Oppenheimer Life Agency Ltd
SponsorStatePlansReported compensation
Kershaw Fruit And Cold Storage, Inc.WA1$38,009
Board Of Trustees Of Ibew Local Union No. 527 Annuity PlanTX1$25,468
The Woodlands Christian AcademyTX1$23,619
Lrn CorporationNY1$150

State footprint

Plans reporting Oppenheimer Life Agency Ltd are sponsored in TX (2), NY (1), WA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Kershaw Fruit And Cold Storage, Inc.Kershaw Company/Domex Superfresh Growers 401(K) Plan2023$38,009$0
Board Of Trustees Of Ibew Local Union No. 527 Annuity PlanIbew Local Union No. 527 Annuity Plan2023not reported in the loaded dataset$25,468
The Woodlands Christian AcademyThe Woodlands Christian Academy 403(B) Plan2023$0$23,619
Lrn CorporationLrn Corporation Retirement Plan2023$0$150

Related Form 5500 pages