Orion Bancorporation, Inc. Retirement Savings Plan — Form 5500 plan (Orion Bancorporation, 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 Bancorporation, Inc. Retirement Savings Plan is a benefit plan reported by Orion Bancorporation, Inc. under EIN 36-3275237 and plan number 002. The latest loaded filing year is 2023. The filing reports 128 participants and $10,047,938 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orion Bancorporation, Inc.
EIN
36-3275237
Plan number
002
Plan type
2
Location
Orion, IL
Latest filing year
2023
Participants
128
End-of-year plan assets
$10,047,938

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20241015105406NAL0014435539001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,047,938
Total liabilities (EOY)
$0
Net assets (EOY)
$10,047,938
Net assets (BOY)
$8,622,404

Income & contributions

Employer contributions
$452,829
Participant contributions
$479,927
Total contributions
$998,803
Total income / additions
$2,267,489

Expenses & distributions

Benefits paid
$806,293
Administrative expenses
$35,662
Total expenses
$841,955
Net increase / (decrease)
$1,425,534

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Spectrum Investment Advisors IncINVESTMENT ADVISOR$27,176not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$8,486$02023

Related Form 5500 pages