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Sponsor portfolio

OWL'S HEAD ALLOYS, INC.

EIN 61-1250715-mining & metals-Latest filing 2025
Plans
5
Retirement
2
$58.4M assets
Welfare
3
$689K premiums
Participants
1,016
187 MITCH MCCONNELL WAY - BOWLING GREEN, KY 42101270-842-1300ohaky.comLinkedIn51-200 employeesmining & metals
Plans on this EIN
5 filings
#002ESOP-$54.1M - 226 part#001401k-$4.3M - 205 part#501Self Funded-$450K - 193 lives#502Fully Insured-$168K - 309 lives#503Fully Insured-$71K - 311 lives

Retirement portfolio analytics

2 plans aggregated / $58.4M assets / 431 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • EMPLOYEE STOCK OWNERSHIP (#002)93%
  • ALLOYS, INC. 401(K) (#001)7%
Total $58.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)226
  • ALLOYS, INC. 401(K) (#001)205
Total 431Click row to drill in

Benefits portfolio analytics

3 plans / $689K premiums / 813 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$450K
  • Vision$168K
  • Life$168K
  • Short-term disability$168K
  • Long-term disability$168K
  • Other$168K
  • +1 more
Total $689K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • XCHANGE BENEFITS65%
  • PRINCIPAL LIFE INSURANCE COMPANY24%
  • PARAMOUNT DENTAL10%
Total $689K3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • BYRNE INSURANCE GROUP74%
  • BENJAMIN BYRNE17%
  • CENTRO BENEFITS RESEARCH LLC8%
  • THE CASON GROUP INC0%
Total $100K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

OWL'S HEAD ALLOYS EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$54.1M
Participants226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

OWL'S HEAD ALLOYS, INC. 401(K) PLAN

401k

Assets$4.3M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OWL'S HEAD ALLOYS, INC. HEALTH BENEFIT PLAN

Self Funded - XCHANGE / MARKET INSURANCE

Premiums$450K
Covered lives193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

OWL'S HEAD ALLOYS, INC. LIFE AND DISABILITY BENEFIT PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$168K
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

OWL'S HEAD ALLOYS, INC. DENTAL BENEFIT PLAN

Fully Insured - PARAMOUNT DENTAL

Premiums$71K
Covered lives311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OWL'S HEAD ALLOYS EMPLOYEE STOCK OWNERSHIP PLANESOP$54.1M2262024
001OWL'S HEAD ALLOYS, INC. 401(K) PLAN401k$4.3M2052024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OWL'S HEAD ALLOYS, INC. HEALTH BENEFIT PLANSelf FundedXCHANGE / MARKET INSURANCE$450K1932025
502OWL'S HEAD ALLOYS, INC. LIFE AND DISABILITY BENEFIT PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$168K3092025
503OWL'S HEAD ALLOYS, INC. DENTAL BENEFIT PLANFully InsuredPARAMOUNT DENTAL$71K3112025
Retirement plans
Welfare plans
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