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Sponsor portfolio

ORION

EIN 71-0945404-construction-Latest filing 2025
Plans
2
Retirement
1
$95.8M assets
Welfare
1
$2.7M premiums
Participants
3,996
2940 RIVERBY ROAD, SUITE 400 - HOUSTON, TX 77020713-852-6500oriongroupholdingsinc.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
2 filings
#002401k-$95.8M - 2,195 part#505Mixed-$2.7M - 1,931 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 1,931 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$1.5M
  • Life$1.5M
  • Long-term disability$1.5M
  • Other$1.5M
  • Vision$1.2M
  • Stop-loss$1.2M
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA55%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY43%
  • KAISER FOUNDATION HEALTH PLAN INC2%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $150K1 slice

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 401(K) RETIREMENT PLAN

401k

Assets$95.8M
Participants2,195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

ORION ADMINISTRATIVE SERVICES, INC. WRAP PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.7M
Covered lives1,931
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ORION 401(K) RETIREMENT PLAN401k$95.8M2,1952025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505ORION ADMINISTRATIVE SERVICES, INC. WRAP PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$2.7M1,9312024
Retirement plans
Welfare plans
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