Benefits broker of record · IRVINE, CA
ORION RISK MANAGEMENT
ORION RISK MANAGEMENT of IRVINE, CA is named as the broker of record on 8 insurance contracts in public Form 5500 Schedule A filings.
One of 3 offices of ORION RISK MANAGEMENT.
8 contracts on file name ORION RISK MANAGEMENT as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
ORION RISK MANAGEMENT brokers 8 insured contracts for 4 employers, all in California.
Disability is the largest line (3 contracts), followed by health (2), life (2), dental (1).
LIFE INSURANCE COMPANY OF NORTH AMERICA writes the most contracts in the book (4, about 50%); CIGNA HEALTH AND LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, METROPOLITAN LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 75% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
disability 3 · health 2 · life 2 · dental 1 · vision 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| ROGER CLEVELAND GOLF CO., INC. | HUNTINGTON BEACH, CA | NIPPON LIFE INSURANCE COMPANY OF AMERICA | Oct 1FY2025 |
| BERNARDS BROS., INC. | SAN FERNANDO, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| EUREKA REALTY PARTNERS, INC. DBA CRAIG REALTY GROUP | NEWPORT BEACH, CA | HARTFORD LIFE AND ACCIDENT | Apr 1FY2026 |
| BERNARDS BROS., INC. | SAN FERNANDO, CA | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2025 |
| DTF MANAGEMENT AND CONSULTING, LLC | ARCADIA, CA | LIFE INSURANCE COMPANY OF NORTH AMERICA | Jan 1FY2025 |
more contracts in ORION RISK MANAGEMENT's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2025–2026 on this page)
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