Orion Risk Management
Newport Beach, CA
Orion Risk Management of Newport Beach, CA is the broker of record on 13 Form 5500 Schedule A filings covering 10 employer benefit plans, with $431,615 in reported broker commissions (plan year 2025).
Quick answer
Orion Risk Management (Newport Beach, CA) is the broker of record for 10 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Orion Risk Management have?
- Orion Risk Management is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors.
- Who are Orion Risk Management's largest employer clients?
- By plan participants, the largest include Dtf Management And Consulting, LLC (1,490 participants), Roger Cleveland Golf Co., Inc. (451 participants) and Eureka Realty Partners, Inc. Dba Craig Realty Group (392 participants).
- How much does Orion Risk Management earn in commissions?
- Insurers reported $431,615 in broker commissions and $263,083 in fees paid to Orion Risk Management for plan year 2025, per Schedule A Part 1.
- Where is Orion Risk Management located?
- Orion Risk Management is based in Newport Beach, CA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Orion Risk Management on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Dtf Management And Consulting, LLC | CA | 1,490 | 2025-12-31 |
| Roger Cleveland Golf Co., Inc. | CA | 451 | 2025-09-30 |
| Eureka Realty Partners, Inc. Dba Craig Realty Group | CA | 392 | 2026-03-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.