PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. ORANGE BUSINESS SERVICES
Sponsor portfolio

ORANGE BUSINESS SERVICES

EIN 58-2261454-information services-Latest filing 2024
Plans
3
Retirement
2
$481.3M assets
Welfare
1
$1.8M premiums
Participants
1,912
11921 FREEDOM PARKWAY, SUITE 720 - RESTON, VA 20190631-468-5826LinkedIn1-10 employeesinformation services
Plans on this EIN
3 filings
#001401k-$473.8M - 1,250 part#002CashBalance-$7.5M - 246 part#501Mixed-$1.8M - 797 lives

Retirement portfolio analytics

2 plans aggregated / $481.3M assets / 1,496 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • ORANGE GROUP 401(K) (#001)98%
  • CASH BALANCE PENSION (#002)2%
Total $481.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • T ROWE PRICE RPS INC98%
  • (Not disclosed)2%
Total $481.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ORANGE GROUP 401(K) (#001)1,250
  • CASH BALANCE PENSION (#002)246
Total 1,496Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 797 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$908K
  • Prescription drug$908K
  • Other$812K
  • Life$695K
  • Short-term disability$689K
  • Long-term disability$689K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • KAISER FOUNDATION HEALTH PLAN INC51%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA38%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY4%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • +3 more
Total $1.8M8 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
  • MARSH & MCLENNAN AGENCY LLC0%
Total $138K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ORANGE GROUP 401(K) PLAN

401k

Assets$473.8M
Participants1,250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GLOBAL ONE CASH BALANCE PENSION PLAN

CashBalance

Assets$7.5M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORANGE BUSINESS SERVICES, U.S., INC. HEALTH AND WELFARE PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.8M
Covered lives797
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ORANGE GROUP 401(K) PLAN401k$473.8M1,2502024
002GLOBAL ONE CASH BALANCE PENSION PLANCashBalance$7.5M2462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORANGE BUSINESS SERVICES, U.S., INC. HEALTH AND WELFARE PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.8M7972024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica