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
3
Active participants
6,298
Total plan assets
$599.5M
Filings (rows)
3
Direct comp
$1.3M
Indirect comp
$0
Aggregating 2 name variants under "OAK TREE"
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 VIGILANT GROUP BENEFITS TRUST PLAN | MUKILTEO, WA | Other NONE | 2,456 | $1.3M | $6K |