Plan5500

Orion Federal Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Orion Federal Credit Union (EIN 62-0586328) is a plan sponsor located in Memphis, TN with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
62-0586328
Location
Memphis, TN
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Orion Federal Credit Union

  • 3 loaded plans hold $10.5M in reported assets.
  • The largest, Orion Federal Credit Union 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 588 reported participants.
  • 1 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.5MSummed across loaded plans$10,547,398
Total reported assets$10.5M$10,547,398
Total reported participants588
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.5M total assets
Net assets$10.5MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$856.9K
Total income / additions$3.5M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.7M
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Orion Federal Credit Union 401(K) Plan
Participants per plan196Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Orion Federal Credit Union 401(K) Plan$10.5M
    Plan #002 · 239 participants · 2023
  2. 2
    Orion Federal Credit Union Life And Long Term Disability Insurancenot reported in the loaded dataset
    Plan #501 · 191 participants · 2023
  3. 3
    Orion Federal Credit Union Group Health Insurance Plannot reported in the loaded dataset
    Plan #503 · 158 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Orion Federal Credit Union. Open one for its full reported snapshot.

  1. 2023
    Orion Federal Credit Union Life And Long Term Disability Insurance191 participants · 2No schedules
    View filing →
  2. 2023
    Orion Federal Credit Union Group Health Insurance Plan158 participants · 2Sch C
    View filing →
  3. 2023
    Orion Federal Credit Union 401(K) Plan239 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Orion Federal Credit Union report on Form 5500?
Orion Federal Credit Union (EIN 62-0586328) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Orion Federal Credit Union?
The Employer Identification Number (EIN) reported for Orion Federal Credit Union is 62-0586328.
What is the latest Form 5500 filing year for Orion Federal Credit Union?
The latest loaded Form 5500 filing year for Orion Federal Credit Union is 2023.

Related Form 5500 pages