Search public Form 5500 filings

13 results

Companies

companyOrion Administrative Services, Inc
EIN: 71-0945404Location: TXPlans: 2Latest: 2023

planOrion 401(K) Retirement PlanFinancial statementProvider compensation2023 filing
Sponsor: OrionEIN: 71-0945404Plan: 002Participants: 1,013Assets: $68,267,386Location: Houston, TXLatest: 2023
planOrion Administrative Services, Inc. Wrap Plan2023 filing
Sponsor: Orion Administrative Services, IncEIN: 71-0945404Plan: 505Participants: 769Assets: not reported in the loaded datasetLocation: Houston, TXLatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Orion 401(K) Retirement Plan
Sponsor: OrionEIN: 71-0945404Plan: 002Ack ID: 20240812180332NAL0005614851001
filing2023 Form 5500 — Orion Administrative Services, Inc. Wrap Plan
Sponsor: Orion Administrative Services, IncEIN: 71-0945404Plan: 505Ack ID: 20250729131507NAL0004742384001