Benefits brokerage · 3 offices
ORION RISK MANAGEMENT
ORION RISK MANAGEMENT is named as the broker of record on 22 insurance contracts across its 3 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 |
|---|---|---|
| NEWPORT BEACH | CA | 13 |
| IRVINE | CA | 8 |
| PASADENA | CA | 1 |
Book profile
ORION RISK MANAGEMENT brokers 22 insured contracts for 9 employers, all in California.
Health is the largest line (12 contracts), followed by life (7), disability (6), dental (4).
LIFE INSURANCE COMPANY OF NORTH AMERICA writes the most contracts in the book (4, about 18%); CALIFORNIA PHYSICIANS SERVICE, UNITED OF OMAHA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC. follow.
Renewals concentrate on January 1: 73% 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 12 · life 7 · disability 6 · dental 4 · vision 3
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 |
|---|---|---|---|---|
| ROGER CLEVELAND GOLF CO., INC. | HUNTINGTON BEACH, CA | IRVINE, CA | NIPPON LIFE INSURANCE COMPANY OF AMERICA | Oct 1FY2025 |
| BERNARDS BROS., INC. | SAN FERNANDO, CA | NEWPORT BEACH, CA | CALIFORNIA PHYSICIANS SERVICE | Jan 1FY2025 |
| BERNARDS BROS., INC. | SAN FERNANDO, CA | NEWPORT BEACH, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2025 |
| SONFARREL AEROSPACE, LLC | ANAHEIM, CA | NEWPORT BEACH, CA | CALIFORNIA PHYSICIANS SERVICE | Jan 1FY2025 |
| PHILS BBQ OF POINT LOMA | SAN DIEGO, CA | NEWPORT BEACH, CA | UNITEDHEALTHCARE INSURANCE COMPANY | May 1FY2025 |
more employers in ORION RISK MANAGEMENT'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)