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Sponsor portfolioWelfare / HealthEIN 20-1623069

ORI ACQUISITION INC. DBA OFFICE RESOURCES

d/b/a OFFICE RESOURCES, INC.
12600 PLANTSIDE DRIVE · LOUISVILLE, KY 40299
5025898400
Plans filed
5
Years active
2024–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$162K
No prior year
Persons covered
149
No prior year
Total participants
114
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #501$162K
OFFICE RESOURCES, INC BENEFIT PLAN
Mixed149 covered·2 carriers
Primary: THE DENTAL CONCERN, INC.
Plan #502$69K
OFFICE RESOURCES, INC. DENTAL & VISION PLAN
Fully insured112 covered·1 carrier
Primary: THE DENTAL CONCERN
Plan #504$39K
OFFICE RESOURCES, INC. SHORT TERM DISABILITY PLAN
Fully insured145 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #505$22K
OFFICE RESOURCES, INC. LONG TERM DISABILITY PLAN
Fully insured145 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #503$17K
OFFICE RESOURCES, INC. BASIC LIFE AND AD&D PLAN
Fully insured149 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$78K32.4%
Vision$78K32.4%
Short-term disability$43K17.7%
Long-term disability$24K10.2%
Life$17K7.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTD
$84K52.1%13149
CONCERN EAP
EIN 521157181
DV
$78K47.9%11118

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCROANOKE, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE DENTAL CONCERN, INC.$16K$0$16K100.0%1

History & trajectory

2 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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