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| Company Name: | ORION ADVISOR SOLUTIONS, INC. |
| Employer identification number (EIN): | 851837981 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-11-20 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2025-07-31 | |||||
| Date last seen: 2025-11-23 | |||||
| Date | Description |
|---|---|
| 2022-12-05 | 851837981 Change of name detected from BRINKER CAPITAL HOLDINGS, INC. to ORION ADVISOR SOLUTIONS, INC. |
| 2022-10-14 | 851837981 Change of name detected from NORTHSTAR FINANCIAL SERVICES to ORION ADVISOR SOLUTIONS, INC. |
| 2022-10-14 | 851837981 Change of plan name detected from NORTHSTAR FINANCIAL SERVICES GROUP, LLC 401(K) PLAN to ORION ADVISOR SOLUTIONS, INC. 401(K) PLAN for plan ID 001 |
| 2021-07-15 | 851837981 Change of name detected from NORTHSTAR FINANCIAL SERVICES GROUP, LLC to ORION ADVISOR SOLUTIONS, INC. |
| 2021-07-15 | 851837981 Change of plan name detected from NORTHSTAR FINANCIAL SERVICES GROUP, LLC EMPLOYEE WELFARE BENEFITS PLAN to ORION ADVISOR SOLUTIONS, INC. EMPLOYEE WELFARE BENEFITS PLAN for plan ID 510 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 510 | ORION ADVISOR SOLUTIONS, INC. EMPLOYEE WELFARE BENEFITS PLAN | 2016-01-01 | 2016-01-01 |
| 002 | BRINKER CAPITAL HOLDINGS, INC. 401(K) PLAN | 1996-01-01 | 1996-01-01 |
| 001 | ORION ADVISOR SOLUTIONS, INC. 401(K) PLAN | 2003-02-01 | 2003-02-01 |
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