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Benefits Intelligence/Broker Directory/Texas

The Orientation Company, Inc.

Frisco, TX

The Orientation Company, Inc. of Frisco, TX is the broker of record on 54 Form 5500 Schedule A filings covering 34 employer benefit plans across 18 states, with $6,399,190 in reported broker commissions (plan year 2025).

Employer clients
34
distinct plan sponsors
Schedule A filings
54
States served
18
Reported commissions
$6,399,190
plan year 2025
Reported fees
$358,937

Quick answer

The Orientation Company, Inc. (Frisco, TX) is the broker of record for 34 employer benefit plan sponsors on 54 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does The Orientation Company, Inc. have?
The Orientation Company, Inc. is named as broker on Form 5500 Schedule A filings for 34 distinct plan sponsors in 18 states.
Who are The Orientation Company, Inc.'s largest employer clients?
By plan participants, the largest include Brookdale Senior Living Inc. (33,163 participants), Lcmc Health (15,149 participants) and Waste Industries, LLC (9,406 participants).
How much does The Orientation Company, Inc. earn in commissions?
Insurers reported $6.4 million in broker commissions and $358,937 in fees paid to The Orientation Company, Inc. for plan year 2025, per Schedule A Part 1.
Where is The Orientation Company, Inc. located?
The Orientation Company, Inc. is based in Frisco, TX and has employer clients in 18 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming The Orientation Company, Inc. 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
Brookdale Senior Living Inc.TN33,1632025-12-31
Lcmc HealthLA15,1492025-12-31
Waste Industries, LLCNC9,4062025-12-31
31 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.