2023 Form 5500 filing — Orion Health Insurance Pool, Inc.
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240506090515NAL0013124371001) for Orion Health Insurance Pool, Inc., reported by Board Of Trustees Of Orion under EIN 47-5607606 and plan number 501. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240506090515NAL0013124371001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Board Of Trustees Of Orion
- EIN
- 47-5607606
- Plan number
- 501
- Location
- Phoenix, AZ
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,181,509
- Total liabilities (EOY)
- $936,859
- Net assets (EOY)
- $4,244,650
- Employer contributions
- $4,482,702
- Participant contributions
- $756,205
- Total income / additions
- $5,456,944
- Benefits paid
- $4,263,467
- Administrative expenses
- $586,810
- Total expenses
- $4,850,277
- Net increase / (decrease)
- $606,667
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Arthur J Gallagher Rms | RISK MANAGEMENT | $353,900 | not reported in the loaded dataset |
| Vimly Benefit Solutions | BENEFIT ADMINISTRATOR | $20,934 | not reported in the loaded dataset |
| Umr, Inc. | INSURANCE ADMINISTRATION | $17,880 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | AUDITOR | $17,325 | not reported in the loaded dataset |
| Delta Dental Of Arizona | BENEFIT ADMINISTRATOR | $16,646 | not reported in the loaded dataset |
| Health Equity | HEALTH SAVINGS ACCOUNT A | $7,842 | not reported in the loaded dataset |
| Willis Towers Watson | CONSULTING | $5,800 | not reported in the loaded dataset |
| Deerwalk, Inc. | CONSULTING | $5,785 | not reported in the loaded dataset |