Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.1M
- Life$1.1M
- Long-term disability$1.1M
Sponsor portfolioTH
ORIX CORPORATION USA
EIN 13-3095268Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$315.2M assets
Welfare
1
$1.1M premiums
Participants
2,942
2001 ROSS AVENUE, SUITE 1900 - DALLAS, TX 75201214-237-2000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 1,772 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- METROPOLITAN LIFE INSURANCE COMPANY100%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
94%top
- AON CONSULTING INC94%
- LOCKTON COMPANIES, LLC3%
- REUBEN WARNER ASSOCIATES, INC.3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ORIX CORPORATION USA SAVINGS AND INVESTMENT PLAN
401k
Assets$315.2M
Participants1,695
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ORIX CORPORATION USA WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives1,772
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ORIX CORPORATION USA SAVINGS AND INVESTMENT PLAN | 401k | $315.2M | 1,695 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ORIX CORPORATION USA WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.1M | 1,772 | 2024 |
Retirement plans
Welfare plans