How many benefit plans does Brand & Oppenheimer Co., Inc. report on Form 5500?

Brand & Oppenheimer Co., Inc. (EIN 22-3330316) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Brand & Oppenheimer Co., Inc.?

The Employer Identification Number (EIN) reported for Brand & Oppenheimer Co., Inc. is 22-3330316.

What is the latest Form 5500 filing year for Brand & Oppenheimer Co., Inc.?

The latest loaded Form 5500 filing year for Brand & Oppenheimer Co., Inc. is 2023.

Brand & Oppenheimer Co., Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Brand & Oppenheimer Co., Inc. (EIN 22-3330316) is a plan sponsor located in Portsmouth, RI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 22-3330316
Location: Portsmouth, RI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $4,214,821
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $4,214,821

Contributions & income

Employer contributions: $128,911
Participant contributions: $275,179
Total income / additions: $1,031,188

Expenses & distributions

Benefits paid / distributions: $410,347
Total expenses: $426,423
Net increase / (decrease): $604,765

Coverage

Total reported participants: 364
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Brand & Oppenheimer Co., Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Brand & Oppenheimer Co., Inc 401(K) Plan	001	209	$4,214,821	2023
Brand & Oppenheimer Welfare Benefits Plan	501	155	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Brand & Oppenheimer Co., Inc.
Year	Plan	Participants	Schedules	Filing
2023	Brand & Oppenheimer Co., Inc 401(K) Plan	209	H, C	20241015103618NAL0029271985001
2023	Brand & Oppenheimer Welfare Benefits Plan	155	—	20260212080326NAL0000278625001