2023 Form 5500 filing — Orion Bancorporation, Inc. Retirement Savings Plan
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 20241015105406NAL0014435539001) for Orion Bancorporation, Inc. Retirement Savings Plan, reported by Orion Bancorporation, Inc. under EIN 36-3275237 and plan number 002. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$10MReported net assets$10,047,938
Participants128
Provider compensation$35.7K2 Schedule C row(s)$35,662
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015105406NAL0014435539001
- Plan sponsor
- Orion Bancorporation, Inc.
- EIN
- 36-3275237
- Plan number
- 002
- Location
- Orion, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$10M total assets
Net assets$10MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,047,938
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,047,938
- Employer contributions
- $452,829
- Participant contributions
- $479,927
- Total income / additions
- $2,267,489
- Benefits paid
- $806,293
- Administrative expenses
- $35,662
- Total expenses
- $841,955
- Net increase / (decrease)
- $1,425,534
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectrum Investment Advisors Inc | INVESTMENT ADVISOR | $27,176 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,486 | $0 |