Form 5500 · Employee benefit plan · OMAHA, NE
ORION ADVISOR SOLUTIONS, INC.
Public Form 5500 records show how ORION ADVISOR SOLUTIONS, INC. (OMAHA, NE) structures its employee benefits. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-1837981 · plan 510 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 64 | December | $23,465 |
| METROPOLITA LIFE INSURANCE COMPANY | Dental | 2,435 | December | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 1,152 | December | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 388 | December | $0 |
| VISION SERVICE PLAN | Vision | 699 | December | $0 |
Questions
Who is ORION ADVISOR SOLUTIONS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ORION ADVISOR SOLUTIONS, INC.'s broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does ORION ADVISOR SOLUTIONS, INC. use?
ORION ADVISOR SOLUTIONS, INC.'s benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 5 disclosed carriers.
When does ORION ADVISOR SOLUTIONS, INC.'s group plan renew?
The most recent Schedule A policy period for ORION ADVISOR SOLUTIONS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ORION ADVISOR SOLUTIONS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.