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Benefits Intelligence/Broker Directory/California

Orion Risk Management Ins Svcs

Newport Beach, CA

Orion Risk Management Ins Svcs of Newport Beach, CA is the broker of record on 6 Form 5500 Schedule A filings covering 6 employer benefit plans across 3 states, with $162,575 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
6
States served
3
Reported commissions
$162,575
plan year 2025
Reported fees
$126,561

Employer clients

Plan sponsors naming Orion Risk Management Ins Svcs on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Gateways Hospital And Mental Health CenterCA2042024-12-31
Crs Temporary HousingAZ1812025-04-30
Shopmonkey Inc.CA1552024-12-31
3 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.