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"

Click a variant to view it alone

OAK TREE INSURANCE2 OAK TREE1

SERVICES PROVIDED

Other service providers2

Broker1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Shelter Mutual Insurance Company Shelter Insurance Employees Retirement Plan · all filings	COLUMBIA, MO	Other service providers	1,459	$596.5M	$1.3M	$0
Vigilant Group Benefits Trust Vigilant Group Benefits Trust Plan · all filings	MUKILTEO, WA	Broker	2,383	$1.7M	$8K	$0
Vigilant Group Benefits Trust Vigilant Group Benefits Trust Plan · all filings	MUKILTEO, WA	Other service providers	2,456	$1.3M	$6K	$0