Plan Ledger DOL Form 5500 · updated monthly

Orion Advisor Solutions, Inc.benefits

Orion Advisor Solutions, Inc. Employee Welfare Benefits Plan · OMAHA, NE · plan year 2025

Broker compensation reported · 2025
$42,237

Orion Advisor Solutions, Inc.'s benefits plans covered 1,142 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $42,237 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $37 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 3.6% from $43,822 in 2024.

Insurance contracts · 20255
METROPOLITA LIFE INSURANCE COMPANY · dentalpremiums n/a · 2,435 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 1,152 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 388 covered
VISION SERVICE PLAN · visionpremiums n/a · 699 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 64 covered
Brokers & agents paid · 20251
MERCER HEALTH AND BENEFITS, LLC$42,237 · incl $18,772 fees
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 851837981 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.