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
Sponsor portfolio
ORION ADVISOR SOLUTIONS, INC.
EIN 85-1837981financial servicesLatest filing 2025
Plans
2
Retirement
1
$165.1M assets
Welfare
1
$1.8M premiums
Participants
2,710
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 2,435 covered livesCarrier market share
Premium dollars by Schedule A carrier
39%top
- METROPOLITAN LIFE INSURANCE COMPANY39%
- UNUM LIFE INSURANCE COMPANY OF AMERICA28%
- KAISER FOUNDATION HEALTH PLAN INC26%
- VISION SERVICE PLAN8%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
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 ADVISOR SOLUTIONS, INC. 401(K) PLAN
401k
Assets$165.1M
Participants1,558
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
ORION ADVISOR SOLUTIONS, INC. EMPLOYEE WELFARE BENEFITS PLAN
Fully Insured - METROPOLITA LIFE INSURANCE COMPANY
Premiums$1.8M
Covered lives2,435
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ORION ADVISOR SOLUTIONS, INC. 401(K) PLAN | 401k | $165.1M | 1,558 | 2025 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans