Form 5500 · Employee benefit plan · PHOENIX, AZ
BOARD OF TRUSTEES OF ORION
BOARD OF TRUSTEES OF ORION of PHOENIX, AZ files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is UMR. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-5607606 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 390 | December | $0 |
| AVESIS INSURANCE INCORPORATED | Vision | 164 | December | $0 |
| BERKLEY LIFE AND HEALTH INSURANCE CO. | Stop-loss | 454 | December | $0 |
| VISION SERVICE PLAN | Vision | 190 | December | $0 |
Questions
Who is BOARD OF TRUSTEES OF ORION's benefits broker?
Per its most recent Form 5500 Schedule A, BOARD OF TRUSTEES OF ORION's broker of record is UMR.
What insurance carrier does BOARD OF TRUSTEES OF ORION use?
BOARD OF TRUSTEES OF ORION's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does BOARD OF TRUSTEES OF ORION's group plan renew?
The most recent Schedule A policy period for BOARD OF TRUSTEES OF ORION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BOARD OF TRUSTEES OF ORION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.