The Orientation Company
Frisco, TX
The Orientation Company of Frisco, TX is the broker of record on 13 Form 5500 Schedule A filings covering 9 employer benefit plans across 7 states, with $2,990,346 in reported broker commissions (plan year 2025).
Quick answer
The Orientation Company (Frisco, TX) is the broker of record for 9 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does The Orientation Company have?
- The Orientation Company is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 7 states.
- Who are The Orientation Company's largest employer clients?
- By plan participants, the largest include Brookdale Senior Living Inc. (33,163 participants), Automotive Management Services, Inc. (9,783 participants) and Toyota Boshoku America, Inc. (4,378 participants).
- How much does The Orientation Company earn in commissions?
- Insurers reported $3 million in broker commissions and $26,322 in fees paid to The Orientation Company for plan year 2025, per Schedule A Part 1.
- Where is The Orientation Company located?
- The Orientation Company is based in Frisco, TX and has employer clients in 7 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming The Orientation Company 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 |
|---|---|---|---|
| Brookdale Senior Living Inc. | TN | 33,163 | 2025-12-31 |
| Automotive Management Services, Inc. | FL | 9,783 | 2025-12-31 |
| Toyota Boshoku America, Inc. | KY | 4,378 | 2025-12-31 |
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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.