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Sponsor portfolioWelfare / HealthEIN 85-1837981

ORION ADVISOR SOLUTIONS, INC.

17605 WRIGHT STREET · OMAHA, NE 68130
4028951600
Plans filed
1
Years active
2020–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
2,435
No prior year
Total participants
1,152
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #510$1.8M
ORION ADVISOR SOLUTIONS, INC. EMPLOYEE WELFARE BENEFITS PLAN
Fully insured2,435 covered·4 carriers
Primary: METROPOLITA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$701K21.0%
Life$511K15.3%
Health$467K14.0%
Prescription drug$467K14.0%
Short-term disability$351K10.5%
Long-term disability$351K10.5%
Other$351K10.5%
Vision$139K4.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$701K38.6%112,435
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$511K28.1%121,152
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$467K25.7%1164
VISION SERVICE PLAN
EIN 061227840
V
$139K7.6%11699

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILUNUM LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC., METROPOLITA LIFE INSURANCE COMPANY$23K$19K$42K100.0%1

History & trajectory

6 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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