Ortho Benefits Corp.'s EIN is 47-1797746.
Download the official 2025 Form 5500 (PDF) for Ortho Benefits Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Ortho Benefits Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 43-1270780 | — | INVESTMENT ADVISORY | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 139 | Pooled Separate Account | $1.6M | 13.3% |
| TRANSAMERICA RETIREONTRACK 2035 WIT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 689 | Pooled Separate Account | $1.3M | 10.5% |
| TRANSAMERICA RETIREONTRACK 2040 WIT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 690 | Pooled Separate Account | $1.1M | 8.7% |
| COLUMBIA BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 937 | Pooled Separate Account | $904K | 7.4% |
| TRANSAMERICA RETIREONTRACK 2045 WIT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 691 | Pooled Separate Account | $844K | 6.9% |
| HARTFORD INTERNATIONAL OPPORTUNITIE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 027 | Pooled Separate Account | $773K | 6.3% |
| TA VANGUARD TOTAL STOCK MARKET INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 166 | Pooled Separate Account | $667K | 5.4% |
| BLACKROCK TOTAL RETURN RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 046 | Pooled Separate Account | $653K | 5.3% |
| TRANSAMERICA RETIREONTRACK 2030 WIT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 688 | Pooled Separate Account | $529K | 4.3% |
| TRANSAMERICA RETIREONTRACK 2055 WIT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 693 | Pooled Separate Account | $476K | 3.9% |
| JPMORGAN EQUITY INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 012 | Pooled Separate Account | $430K | 3.5% |
| BLACKROCK MID-CAP GR EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 098 | Pooled Separate Account | $425K | 3.5% |
| AMERICAN CENTURY SMALL CAP GROWTH R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 363 | Pooled Separate Account | $304K | 2.5% |
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 526 | Pooled Separate Account | $304K | 2.5% |
| MFS MASSACHUSETTS INVESTORS GROWTH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 039 | Pooled Separate Account | $274K | 2.2% |
| TRANSAMERICA RETIREONTRACK 2050 WIT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 692 | Pooled Separate Account | $242K | 2.0% |
| TA VANGUARD LIFESTRATEGY CONSERVATI TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 501 | Pooled Separate Account | $226K | 1.8% |
| TRANSAMERICA RETIREONTRACK 2025 WIT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 687 | Pooled Separate Account | $223K | 1.8% |
| TRANSAMERICA RETIREONTRACK 2060 WIT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 817 | Pooled Separate Account | $192K | 1.6% |
| TA VANGUARD LIFESTRATEGY GROWTH RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 502 | Pooled Separate Account | $130K | 1.1% |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 625 | Pooled Separate Account | $90K | 0.7% |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 130 | Pooled Separate Account | $81K | 0.7% |
| GOLDMAN SACHS GLOBAL CORE FIXED INC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 946 | Pooled Separate Account | $75K | 0.6% |
| PIONEER STRATEGIC INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 996 | Pooled Separate Account | $30K | 0.2% |
| TRANSAMERICA RETIREONTRACK 2015 WIT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 685 | Pooled Separate Account | $18K | 0.1% |
| TRANSAMERICA RETIREONTRACK 2020 WIT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 686 | Pooled Separate Account | $18K | 0.1% |
| TRANSAMERICARETONTRK 2010 WITH AMER TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 684 | Pooled Separate Account | $16K | 0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ROSENBAUM LAW FIRM P.C. | 11-3544517 | — | PLAN ADMINISTRATOR | $4K | — |
| EJ REYNOLDS, INC. | 59-2265857 | — | TPA | $2K | — |
