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Sponsor portfolio

ORION REAL ESTATE SERVICES, INC.

EIN 76-0156150-Latest filing 2025
Plans
2
Retirement
1
$11.1M assets
Welfare
1
$750K premiums
Participants
2,032
19219 KATY FRWY #500 - HOUSTON, TX 77094713-622-5844LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$11.1M - 1,339 part#501Mixed-$750K - 793 lives

Benefits portfolio analytics

1 plan / $750K premiums / 793 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$267K
  • Vision$267K
  • Short-term disability$169K
  • Long-term disability$114K
  • Other$112K
  • Life$89K
Total $750K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA50%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA36%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY15%
  • MANHATTANLIFE0%
Total $750K4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
  • CHRISTOPHER J CRAMER-0%
Total $114K2 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

ORION REAL ESTATE SERVICES, INC. 401K PLAN

401k

Assets$11.1M
Participants1,339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORION REAL ESTATE SERVICES, INC. HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$750K
Covered lives793
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ORION REAL ESTATE SERVICES, INC. 401K PLAN401k$11.1M1,3392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORION REAL ESTATE SERVICES, INC. HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$750K7932025
Retirement plans
Welfare plans
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