Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$701K
- Life$511K
- Health$467K
- Prescription drug$467K
- Short-term disability$351K
- Long-term disability$351K
- +2 more
Filings through .
Orion Advisor Solutions, Inc.
EIN 85-1837981financial servicesLatest filing 2025
Plans
2
Retirement
1
$165.1M assets
Health & Benefits
1
$1.8M premiums
Participants
2,710
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.8M premiums / 2,435 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ORION ADVISOR SOLUTIONS, INC. 401(K) PLAN
401(k)
Assets$165.1M
Participants1,558
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510
ORION ADVISOR SOLUTIONS, INC. EMPLOYEE WELFARE BENEFITS PLAN
Fully insured - METROPOLITA LIFE INSURANCE COMPANY
Premiums$1.8M
Covered lives2,435
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ORION ADVISOR SOLUTIONS, INC. 401(K) PLAN | 401(k) | $165.1M | 1,558 | 2025 |
- #001 · 401(k) · 20251,558
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #510 | ORION ADVISOR SOLUTIONS, INC. EMPLOYEE WELFARE BENEFITS PLAN | Fully insured | METROPOLITA LIFE INSURANCE COMPANY | $1.8M | 2,435 | 2025 |
- #510 · Fully insured · METROPOLITA LIFE INSURANCE COMPANY · 20252,435
Retirement plans
Health & Benefits plans