Orion Health Insurance Pool, Inc. — Form 5500 plan (Board Of Trustees Of Orion)
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 Insurance Pool, Inc. is a benefit plan reported by Board Of Trustees Of Orion under EIN 47-5607606 and plan number 501. The latest loaded filing year is 2023. The filing reports 323 participants and $5,181,509 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Orion
- EIN
- 47-5607606
- Plan number
- 501
- Plan type
- 3
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 323
- End-of-year plan assets
- $5,181,509
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 323 | H, C | 20240506090515NAL0013124371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,181,509
- Total liabilities (EOY)
- $936,859
- Net assets (EOY)
- $4,244,650
- Net assets (BOY)
- $3,637,983
Income & contributions
- Employer contributions
- $4,482,702
- Participant contributions
- $756,205
- Total contributions
- $5,456,944
- Total income / additions
- $5,456,944
Expenses & distributions
- Benefits paid
- $4,263,467
- Administrative expenses
- $586,810
- Total expenses
- $4,850,277
- Net increase / (decrease)
- $606,667
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Arthur J Gallagher Rms | RISK MANAGEMENT | $353,900 | not reported in the loaded dataset | 2023 |
| Vimly Benefit Solutions | BENEFIT ADMINISTRATOR | $20,934 | not reported in the loaded dataset | 2023 |
| Umr, Inc. | INSURANCE ADMINISTRATION | $17,880 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | AUDITOR | $17,325 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Arizona | BENEFIT ADMINISTRATOR | $16,646 | not reported in the loaded dataset | 2023 |
| Health Equity | HEALTH SAVINGS ACCOUNT A | $7,842 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | CONSULTING | $5,800 | not reported in the loaded dataset | 2023 |
| Deerwalk, Inc. | CONSULTING | $5,785 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Orion
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Arthur J Gallagher Rms — Schedule C compensation
- Vimly Benefit Solutions — Schedule C compensation
- Umr, Inc. — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Delta Dental Of Arizona — Schedule C compensation
- Health Equity — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Deerwalk, Inc. — Schedule C compensation