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  2. ORI ACQUISITION INC. DBA OFFICE RES
Sponsor portfolioTH

ORI ACQUISITION INC. DBA OFFICE RES

EIN 20-1623069-Wholesale Trade-Latest filing 2025
Plans
6
Retirement
1
$6.2M assets
Welfare
5
$309K premiums
Participants
216
12600 PLANTSIDE DRIVE - LOUISVILLE, KY 402990000999-999-9999
Plans on this EIN
6 filings
#004401k-$6.2M - 102 part#501Mixed-$162K - 149 lives#502Fully Insured-$69K - 112 lives#504Fully Insured-$39K - 145 lives#505Fully Insured-$22K - 145 lives#503Fully Insured-$17K - 149 lives

Benefits portfolio analytics

5 plans / $309K premiums / 700 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$78K
  • Vision$78K
  • Short-term disability$43K
  • Long-term disability$24K
  • Life$17K
Total $162K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY52%
  • CONCERN EAP48%
Total $162K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $16K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

OFFICE RESOURCES, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$6.2M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OFFICE RESOURCES, INC BENEFIT PLAN

Mixed - THE DENTAL CONCERN, INC.

Premiums$162K
Covered lives149
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

OFFICE RESOURCES, INC. DENTAL & VISION PLAN

Fully Insured - THE DENTAL CONCERN

Premiums$69K
Covered lives112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

OFFICE RESOURCES, INC. SHORT TERM DISABILITY PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$39K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

OFFICE RESOURCES, INC. LONG TERM DISABILITY PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$22K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

OFFICE RESOURCES, INC. BASIC LIFE AND AD&D PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$17K
Covered lives149
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004OFFICE RESOURCES, INC. 401(K) RETIREMENT SAVINGS PLAN401k$6.2M1022025

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OFFICE RESOURCES, INC BENEFIT PLANMixedTHE DENTAL CONCERN, INC.$162K1492025
502OFFICE RESOURCES, INC. DENTAL & VISION PLANFully InsuredTHE DENTAL CONCERN$69K1122024
504OFFICE RESOURCES, INC. SHORT TERM DISABILITY PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$39K1452024
505OFFICE RESOURCES, INC. LONG TERM DISABILITY PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$22K1452024
503OFFICE RESOURCES, INC. BASIC LIFE AND AD&D PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$17K1492024
Retirement plans
Welfare plans
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