Benefits brokerage · 2 offices
ORION RISK MANAGEMENT INSURANCE
ORION RISK MANAGEMENT INSURANCE is named as the broker of record on 7 insurance contracts across its 2 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 | 6 |
| No city on file | — | 1 |
Book profile
ORION RISK MANAGEMENT INSURANCE brokers 7 insured contracts for 6 employers, across 2 states, led by CA, AZ.
Health is the largest line (7 contracts), followed by dental (2).
CALIFORNIA PHYSICIANS SERVICE writes the most contracts in the book (2, about 29%); AETNA LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF TEXAS, CIGNA HEALTH AND LIFE INSURANCE COMPANY follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 43% of the dated welfare contracts.
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 7 · dental 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 | Office | Carrier | Renews |
|---|---|---|---|---|
| MAJESTIC REALTY CO. | CITY OF INDUSTRY, CA | NEWPORT BEACH, CA | CALIFORNIA PHYSICIANS SERVICE | Jan 1FY2025 |
| VAUGHN NEXT CENTURY LEARNING CENTER | SAN FERNANDO, CA | NEWPORT BEACH, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jul 1FY2025 |
| SHOPMONKEY INC. | MORGAN HILL, CA | NEWPORT BEACH, CA | AETNA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| DAICEL SAFETY SYSTEMS AMERICAS, INC. | MESA, AZ | NEWPORT BEACH, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Mar 1FY2026 |
| MOTIVE COMPANIES, LLC | FOUNTAIN VALLEY, CA | No city on file | BLUECROSS BLUESHIELD OF TEXAS | Jun 1FY2025 |
more employer in ORION RISK MANAGEMENT INSURANCE'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 years 2025–2026 on this page)