Back to filter
Original filing (PDF)20250501102843NAL0003040785001
ORCHARD RITE LTD., INC.
Form 5500
FILING_RECEIVED
ORCHARD RITE LTD., INC., HEALTH CARE BENEFITS PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
126
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORCHARD RITE LTD., INC..
Plan sponsor
Name
ORCHARD RITE LTD., INC.
EIN
91-1020209
Address
1615 W AHTANUM RD. · UNION GAP, WA · 98903
Phone
(509) 834-2029
Industry
Manufacturingsee all
Plan administrator
Name
ORCHARD RITE LTD., INC.
EIN
91-1020209
City
UNION GAP, WA
Phone
(509) 834-2029
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-01
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHCARE CONSULTANT GROUPS | 99-2897568 | — | GENERAL AGENT | $14K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWS HOLDINGS DBA PINNACLE PEAK ADM. | 45-3763152 | — | CONTRACT ADMINISTRATOR | $129K | — |
| C.A.S. | 91-1991574 | — | TPA | $31K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY | — | RICHLAND, WA | PRODUCER | $42K | — |
| S&S HEALTHCARE | 31-1418743 | — | CLAIMS, NETWORK | $29K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.