Benefits broker of record · NEWPORT BEACH, CA
ORION RISK MANAGEMENT
ORION RISK MANAGEMENT of NEWPORT BEACH, CA is named as the broker of record on 13 insurance contracts in public Form 5500 Schedule A filings.
One of 3 offices of ORION RISK MANAGEMENT.
13 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 13 insured contracts for 6 employers, all in California.
Health is the largest line (10 contracts), followed by life (4), dental (3), vision (2).
CALIFORNIA PHYSICIANS SERVICE writes the most contracts in the book (3, about 23%); UNITED OF OMAHA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., PRINCIPAL LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 69% 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.
health 10 · life 4 · dental 3 · vision 2 · disability 2
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 |
|---|---|---|---|
| BERNARDS BROS., INC. | SAN FERNANDO, CA | CALIFORNIA PHYSICIANS SERVICE | Jan 1FY2025 |
| BERNARDS BROS., INC. | SAN FERNANDO, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2025 |
| SONFARREL AEROSPACE, LLC | ANAHEIM, CA | CALIFORNIA PHYSICIANS SERVICE | Jan 1FY2025 |
| PHILS BBQ OF POINT LOMA | SAN DIEGO, CA | UNITEDHEALTHCARE INSURANCE COMPANY | May 1FY2025 |
| MERRICK ENGINEERING, INC. | CORONA, CA | CALIFORNIA PHYSICIANS SERVICE | Apr 1FY2025 |
more employers 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 year 2025 on this page)
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