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  1. Companies/
  2. Onward Energy Management, LLC
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Onward Energy Management, LLC

EIN 47-5468489-Utilities-Latest filing 2025
Plans
3
Retirement
2
$82.5M assets
Health & Benefits
1
$6.1M premiums
Participants
1,029
777 THIRD AVENUE SUITE 2801 - NEW YORK, NY 100172023303-623-7300
Plans on this EIN
3 filings
#002401(k)-$46.0M - 366 part#001401(k)-$36.5M - 339 part#501Fully insured-$6.1M - 324 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $82.5M assets / 705 participants

Assets by plan

Share of aggregate retirement assets

  • 401(K) RETIREMENT Savings (#002)$46.0M
  • 401(K) RETIREMENT Savings (#001)$36.5M
Total $82.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#002)366
  • 401(K) RETIREMENT Savings (#001)339
Total 705Select a row to open it

Benefits portfolio analytics

1 plan / $6.1M premiums / 324 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Life$632K
  • Short-term disability$632K
  • Long-term disability$632K
  • Other$632K
  • Dental$347K
  • +1 more
Total $6.1M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

ONWARD ENERGY 401(K) RETIREMENT SAVINGS PLAN

401(k)

Assets$46.0M
Participants366
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

ONWARD ENERGY 401(K) RETIREMENT SAVINGS PLAN

401(k)

Assets$36.5M
Participants339
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ONWARD ENERGY MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN

Fully insured - UNITEDHEALTH INSURANCE COMPANY

Premiums$6.1M
Covered lives324
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ONWARD ENERGY 401(K) RETIREMENT SAVINGS PLAN401(k)$46.0M3662025
#001ONWARD ENERGY 401(K) RETIREMENT SAVINGS PLAN401(k)$36.5M3392024
  • ONWARD ENERGY 401(K) RETIREMENT SAVINGS PLAN$46.0M
    #002 · 401(k) · 2025366
  • ONWARD ENERGY 401(K) RETIREMENT SAVINGS PLAN$36.5M
    #001 · 401(k) · 2024339

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ONWARD ENERGY MANAGEMENT, LLC EMPLOYEE BENEFITS PLANFully insuredUNITEDHEALTH INSURANCE COMPANY$6.1M3242025
  • ONWARD ENERGY MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN$6.1M
    #501 · Fully insured · UNITEDHEALTH INSURANCE COMPANY · 2025324
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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