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  5. OPPENHEIMERFUNDS, INC.

OPPENHEIMERFUNDS, INC.

Branch

Company Details

Name: OPPENHEIMERFUNDS, INC.
Jurisdiction: New York
Legal type: FOREIGN BUSINESS CORPORATION
Status: Active
Date of registration: 25 Feb 1988 (37 years ago)
Branch of: OPPENHEIMERFUNDS, INC., Colorado (Company Number 19871756840)
Entity Number: 1238503
ZIP code: 10281
County: New York
Place of Formation: Colorado
Address: 225 Liberty Street, Suite 1800, New York, NY, United States, 10281
Principal Address: 225 Liberty Street, 16TH FLOOR, New York, NY, United States, 10281

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN 2012 132527171 2013-07-30 OPPENHEIMERFUNDS, INC. 3039
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-05-01
Business code 523900
Sponsor’s telephone number 2123235552
Plan sponsor’s mailing address 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, NEW YORK, NY, 102811008
Plan sponsor’s address 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, NEW YORK, NY, 102811008

Number of participants as of the end of the plan year
Active participants 2033
Retired or separated participants receiving benefits 3
Other retired or separated participants entitled to future benefits 965
Number of participants with account balances as of the end of the plan year 2945
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 81

Signature of
Role Plan administrator
Date 2013-07-31
Name of individual signing TINA TIMM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-31
Name of individual signing ANDREW DOYLE
Valid signature Filed with authorized/valid electronic signature
OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN 2011 132527171 2012-08-13 OPPENHEIMERFUNDS, INC. 3077
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-05-01
Business code 523900
Sponsor’s telephone number 2123235552
Plan sponsor’s mailing address 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008
Plan sponsor’s address 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008

Plan administrator’s name and address
Administrator’s EIN 132527171
Plan administrator’s name OPPENHEIMERFUNDS, INC.
Plan administrator’s address 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008
Administrator’s telephone number 2123235552

Number of participants as of the end of the plan year
Active participants 2001
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1038
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3010
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 106

Signature of
Role Plan administrator
Date 2012-07-30
Name of individual signing TINA TIMM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-07-30
Name of individual signing ANDREW DOYLE
Valid signature Filed with authorized/valid electronic signature
OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN 2010 132527171 2011-10-20 OPPENHEIMERFUNDS, INC. 3177
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-05-01
Business code 523900
Sponsor’s telephone number 2123235552
Plan sponsor’s mailing address 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008
Plan sponsor’s address 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008

Plan administrator’s name and address
Administrator’s EIN 132527171
Plan administrator’s name OPPENHEIMERFUNDS, INC.
Plan administrator’s address 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008
Administrator’s telephone number 2123235552

Number of participants as of the end of the plan year
Active participants 2036
Other retired or separated participants entitled to future benefits 1040
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 3024
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 229

Signature of
Role Plan administrator
Date 2011-09-01
Name of individual signing TINA TIMM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-09-01
Name of individual signing ANDREW DOYLE
Valid signature Filed with authorized/valid electronic signature
OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN 2009 132527171 2010-08-03 OPPENHEIMERFUNDS, INC. 3416
Three-digit plan number (PN) 001
Effective date of plan 1986-05-01
Business code 523900
Sponsor’s telephone number 2123235552
Plan sponsor’s mailing address 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008
Plan sponsor’s address 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008

Plan administrator’s name and address
Administrator’s EIN 132527171
Plan administrator’s name OPPENHEIMERFUNDS, INC.
Plan administrator’s address 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008
Administrator’s telephone number 2123235552

Number of participants as of the end of the plan year
Active participants 2330
Other retired or separated participants entitled to future benefits 847
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3145
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 237

Signature of
Role Plan administrator
Date 2010-08-02
Name of individual signing TINA TIMM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-08-02
Name of individual signing ANDREW DOYLE
Valid signature Filed with authorized/valid electronic signature
OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN 2009 132527171 2010-10-18 OPPENHEIMERFUNDS, INC. 3416
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-05-01
Business code 523900
Sponsor’s telephone number 2123235552
Plan sponsor’s mailing address 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008
Plan sponsor’s address 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008

Plan administrator’s name and address
Administrator’s EIN 132527171
Plan administrator’s name OPPENHEIMERFUNDS, INC.
Plan administrator’s address 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008
Administrator’s telephone number 2123235552

Number of participants as of the end of the plan year
Active participants 2330
Other retired or separated participants entitled to future benefits 847
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3145
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 237

Signature of
Role Plan administrator
Date 2010-08-02
Name of individual signing TINA TIMM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-08-02
Name of individual signing ANDREW DOYLE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 28 LIBERTY ST., NEW YORK, NY, 10005

Chief Executive Officer

Name Role Address
L. ALLISON DUKES Chief Executive Officer 1313 SPRING ST. NW, SUITE 1800, ATLANTA, GA, United States, 30309

DOS Process Agent

Name Role Address
OPPENHEIMERFUNDS, INC. DOS Process Agent 225 Liberty Street, Suite 1800, New York, NY, United States, 10281

History

Start date End date Type Value
2024-02-01 2024-02-01 Address 1313 SPRING ST. NW, SUITE 1800, ATLANTA, GA, 30309, USA (Type of address: Chief Executive Officer)
2024-02-01 2024-02-01 Address 1555 PEACHTREE ST. NE, SUITE 1800, ATLANTA, GA, 30309, USA (Type of address: Chief Executive Officer)
2020-02-19 2024-02-01 Address 1555 PEACHTREE ST. NE, SUITE 1800, ATLANTA, GA, 30309, USA (Type of address: Chief Executive Officer)
2019-01-28 2024-02-01 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2019-01-28 2024-02-01 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2016-02-01 2020-02-19 Address 225 LIBERTY STREET, 16TH FLOOR, NEW YORK, NY, 10281, 1008, USA (Type of address: Chief Executive Officer)
2014-02-04 2016-02-01 Address 225 LIBERTY STREET, 11TH FL, NEW YORK, NY, 10281, 1008, USA (Type of address: Principal Executive Office)
2014-02-04 2016-02-01 Address 225 LIBERTY STREET, 11TH FL, NEW YORK, NY, 10281, 1008, USA (Type of address: Chief Executive Officer)
2010-03-17 2014-02-04 Address 2 WORLD FINANCIAL CENTER, 225 LIBERTY ST 11TH FL, NEW YORK, NY, 10281, 1008, USA (Type of address: Chief Executive Officer)
2006-07-05 2019-01-28 Address 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240201040348 2024-02-01 BIENNIAL STATEMENT 2024-02-01
220708002057 2022-07-08 BIENNIAL STATEMENT 2022-02-01
200219060281 2020-02-19 BIENNIAL STATEMENT 2020-02-01
SR-16728 2019-01-28 CERTIFICATE OF CHANGE (BY AGENT) 2019-01-28
SR-16727 2019-01-28 CERTIFICATE OF CHANGE (BY AGENT) 2019-01-28
180314006044 2018-03-14 BIENNIAL STATEMENT 2018-02-01
160201007397 2016-02-01 BIENNIAL STATEMENT 2016-02-01
140204006056 2014-02-04 BIENNIAL STATEMENT 2014-02-01
120206002115 2012-02-06 BIENNIAL STATEMENT 2012-02-01
100317002788 2010-03-17 BIENNIAL STATEMENT 2010-02-01

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C T CORPORATION SYSTEM

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L. ALLISON DUKES

TREMONT PARTNERS, INC. HARBOURVIEW ASSET MANAGEMENT CORPORATION OPPENHEIMER ACQUISITION CORP.

OPPENHEIMERFUNDS, INC.

BOND FUND SERIES OPPENHEIMER CALIFORNIA MUNICIPAL FUND OPPENHEIMER EMERGING GROWTH FUND OPPENHEIMER EUROPE FUND OPPENHEIMER LARGE CAP GROWTH FUND OPPENHEIMER MUNICIPAL BOND FUND ROCHESTER FUND MUNICIPALS OPPENHEIMER QUEST FOR VALUE FUNDS OPPENHEIMER MULTI-STATE MUNICIPAL TRUST OPPENHEIMER GLOBAL GROWTH & INCOME FUND

Related by address

No related companies by address

Date of last update: 05 Jan 2025

Sources: New York Secretary of State

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