OAK TREE

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

6,298

Total plan assets

$599.5M

Filings (rows)

Direct comp

$1.3M

Indirect comp

Aggregating 2 name variants under "OAK TREE"

OAK TREE INSURANCE2 OAK TREE1

SERVICES PROVIDED

Other2

Broker1

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
SHELTER MUTUAL INSURANCE COMPANY SHELTER INSURANCE EMPLOYEES RETIREMENT PLAN	COLUMBIA, MO	Other RETAINED BY EMPLOYER	1,459	$596.5M	$1.3M
VIGILANT GROUP BENEFITS TRUST VIGILANT GROUP BENEFITS TRUST PLAN	MUKILTEO, WA	Broker INSURANCE BROKER	2,383	$1.7M	$8K
VIGILANT GROUP BENEFITS TRUST