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Sponsor portfolioTH

ORION FEDERAL CREDIT UNION

EIN 62-0586328-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
1
$16.4M assets
Welfare
2
$1.5M premiums
Participants
562
400 MONROE AVENUE - MEMPHIS, TN 38103901-385-5200
Plans on this EIN
3 filings
#002401k-$16.4M - 239 part#503Fully Insured-$1.3M - 339 lives#501Fully Insured-$184K - 179 lives

Benefits portfolio analytics

2 plans / $1.5M premiums / 518 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Vision$1.3M
  • Prescription drug$1.3M
  • Life$184K
  • Short-term disability$184K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • GALLAGHER BENEFIT SERVICES, INC.74%
  • FREDERICK C SCHAEFFER26%
Total $104K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ORION FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$16.4M
Participants239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ORION FEDERAL CREDIT UNION GROUP HEALTH INSURANCE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.3M
Covered lives339
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ORION FEDERAL CREDIT UNION LIFE AND LONG TERM DISABILITY INSURANCE

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$184K
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ORION FEDERAL CREDIT UNION 401(K) PLAN401k$16.4M2392025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ORION FEDERAL CREDIT UNION GROUP HEALTH INSURANCE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.3M3392025
501ORION FEDERAL CREDIT UNION LIFE AND LONG TERM DISABILITY INSURANCEFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$184K1792025
Retirement plans
Welfare plans
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