# Board Of Trustees Of Orion Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-orion-475607606-501

> Board Of Trustees Of Orion's Health & Welfare plan: 366 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Orion

- **Sponsor EIN:** 475607606

- **Sponsor Address:** 333 E OSBORN RD STE 300, PHOENIX, AZ, 85012

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 366

- **Total Assets:** $6.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|366|$6.6M|$0|$0|

| 2024|357|$5.7M|$4.7M|$799,895|

| 2023|342|$5.2M|$4.5M|$756,205|

| 2022|323|$4.4M|$4.0M|$768,247|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ARTHUR J GALLAGHER RMS|Other Service Provider|$344,256|—|$344,256|

| VIMLY BENEFIT SOLUTIONS|Recordkeeper|$23,347|—|$23,347|

| CLIFTONLARSONALLEN LLP|Auditor|$22,147|—|$22,147|

| UMR, INC.|Recordkeeper|$21,546|—|$21,546|

| DELTA DENTAL OF ARIZONA|Recordkeeper|$16,228|—|$16,228|

| HEALTH EQUITY|Other Service Provider|$10,472|—|$10,472|

| WILLIS TOWERS WATSON|Other Service Provider|$6,300|—|$6,300|

| PHIA GROUP CONSULTING, LLC|Other Service Provider|$6,250|—|$6,250|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $450,546

- **Estimated Expense Ratio:** 6.864% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$4,987,826|—|$550,304|$22,147|—|

| 2024|$628,281|—|$554,192|$19,740|—|

| 2023|$586,810|—|$519,666|$17,325|—|

| 2022|$580,752|—|—|—|$579,516|

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