Orion Health Inc. 401(K) Plan — Form 5500 plan (Orion Health Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Orion Health Inc. 401(K) Plan is a benefit plan reported by Orion Health Inc. under EIN 26-0047440 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $13,207,520 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orion Health Inc.
- EIN
- 26-0047440
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $13,207,520
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20240927091139NAL0002016897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,207,520
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,207,520
- Net assets (BOY)
- $11,469,405
Income & contributions
- Employer contributions
- $262,065
- Participant contributions
- $653,999
- Total contributions
- $1,024,450
- Total income / additions
- $3,054,609
Expenses & distributions
- Benefits paid
- $1,248,913
- Administrative expenses
- $56,902
- Total expenses
- $1,316,494
- Net increase / (decrease)
- $1,738,115
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $25,474 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $21,678 | $0 | 2023 |
| Metz & Associates Pllc | ACCOUNTANT/AUDITOR | $9,750 | not reported in the loaded dataset | 2023 |