Benefits brokerage · 4 offices
THE ORIENTATION COMPANY, INC.
THE ORIENTATION COMPANY, INC. is named as the broker of record on 73 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| FRISCO | TX | 64 |
| DALLAS | TX | 7 |
| No city on file | — | 1 |
| FRSICO | TX | 1 |
Book profile
THE ORIENTATION COMPANY, INC. brokers 73 insured contracts for 35 employers, across 18 states, led by CA, FL, TX.
Life is the largest line (26 contracts), followed by disability (15), health (12), dental (1).
UNUM INSURANCE COMPANY writes the most contracts in the book (18, about 25%); METROPOLITAN LIFE INSURANCE COMPANY, COMBINED INSURANCE COMPANY, CIGNA HEALTH AND 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.
life 26 · disability 15 · health 12 · 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 | Office | Carrier | Renews |
|---|---|---|---|---|
| BOYD GAMING CORPORATION | LAS VEGAS, NV | DALLAS, TX | CONTINENTAL AMERICAN INSURANCE COMPANY | Jan 1FY2025 |
| AUTOMOTIVE MANAGEMENT SERVICES, INC. | WEST PALM BEACH, FL | FRISCO, TX | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| TOYOTA BOSHOKU AMERICA, INC. | ERLANGER, KY | FRISCO, TX | RELIANCE STANDARD LIFE INSURANCE COMPANY | Jan 1FY2025 |
| FLEETPRIDE, INC. | IRVING, TX | FRISCO, TX | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| MERRITT HOSPITALITY LLC | NORWALK, CT | FRISCO, TX | HARTFORD LIFE AND ACCIDENT | Jan 1FY2025 |
more employers in THE ORIENTATION COMPANY, INC.'s book
See the full client list across every office, 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)