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Sponsor portfolioWelfare / HealthEIN 13-3095268

ORIX CORPORATION USA

2001 ROSS AVENUE, SUITE 1900 · DALLAS, TX 75201
2142372000
Plans filed
1
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$1.1M
No prior year
Persons covered
1,772
No prior year
Total participants
1,247
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$1.1M
ORIX CORPORATION USA WELFARE PLAN
Mixed1,772 covered·2 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.1M33.4%
Life$1.1M33.3%
Long-term disability$1.1M33.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LLTDOth
$1.1M99.6%111,772
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
Oth
$5K0.4%111,232

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AON CONSULTING INCCHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANY$22K$368$22K93.7%1
LOCKTON COMPANIES, LLCDALLAS, TXMETROPOLITAN LIFE INSURANCE COMPANY, NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA$676$129$8053.4%1
REUBEN WARNER ASSOCIATES, INC.STATEN ISLAND, NYNATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA$0$676$6762.9%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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