Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.5M
- Prescription drug$6.5M
- Dental$1.1M
- Vision$1.1M
- Life$1.1M
- Short-term disability$1.1M
- +2 more
Filings through .
Sponsor portfolio
Iron Oak Management, LLC
EIN 33-1642874Mining, Quarrying, and Oil and Gas ExtractionLatest filing 2025
Plans
2
Retirement
1
$84.6M assets
Welfare
1
$7.5M premiums
Participants
1,815
2700 TECHNOLOGY FOREST BLVD, SUITE 100 - THE WOODLANDS, TX 77381888-286-4646
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.5M premiums / 1,519 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
IRON OAK MANAGEMENT LLC RETIREMENT PLAN
401(k)
Assets$84.6M
Participants1,093
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
IRON OAK MANAGEMENT LLC HEALTH AND WELFARE PLAN
Fully insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$7.5M
Covered lives1,519
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IRON OAK MANAGEMENT LLC RETIREMENT PLAN | 401(k) | $84.6M | 1,093 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | IRON OAK MANAGEMENT LLC HEALTH AND WELFARE PLAN | Fully insured | BLUECROSS BLUESHIELD OF TEXAS | $7.5M | 1,519 | 2025 |
Retirement plans
Welfare plans