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  2. Owls Head Alloys, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

Owls Head Alloys, Inc.

EIN 61-1250715-mining & metals-Latest filing 2025
Plans
5
Retirement
2
$46.0M assets
Health & Benefits
3
$689K premiums
Participants
1,132
187 MITCH MCCONNELL WAY - BOWLING GREEN, KY 42101270-842-1300ohaky.comLinkedIn51-200 employeesmining & metals
Plans on this EIN
5 filings
#002ESOP-$41.2M - 269 part#001401(k)-$4.9M - 278 part#501Self-funded-$450K - 193 lives#502Fully insured-$168K - 309 lives#503Fully insured-$71K - 311 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $46.0M assets / 547 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$41.2M
  • ALLOYS, INC. 401(K) (#001)$4.9M
Total $46.0MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$41.2M
  • WELLTH ADVISORY SERVICES LLC$4.9M
Total $46.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • ALLOYS, INC. 401(K) (#001)278
  • EMPLOYEE STOCK OWNERSHIP (#002)269
Total 547Select a row to open it

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
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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

OWL'S HEAD ALLOYS EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$41.2M
Participants269
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

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

401(k)

Assets$4.9M
Participants278
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

OWL'S HEAD ALLOYS, INC. HEALTH BENEFIT PLAN

Self-funded - XCHANGE / MARKET INSURANCE

Premiums$450K
Covered lives193
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

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

Fully insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$168K
Covered lives309
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

OWL'S HEAD ALLOYS, INC. DENTAL BENEFIT PLAN

Fully insured - PARAMOUNT DENTAL

Premiums$71K
Covered lives311
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002OWL'S HEAD ALLOYS EMPLOYEE STOCK OWNERSHIP PLANESOP$41.2M2692025
#001OWL'S HEAD ALLOYS, INC. 401(K) PLAN401(k)$4.9M2782025
  • OWL'S HEAD ALLOYS EMPLOYEE STOCK OWNERSHIP PLAN$41.2M
    #002 · ESOP · 2025269
  • OWL'S HEAD ALLOYS, INC. 401(K) PLAN$4.9M
    #001 · 401(k) · 2025278

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • OWL'S HEAD ALLOYS, INC. HEALTH BENEFIT PLAN$450K
    #501 · Self-funded · XCHANGE / MARKET INSURANCE · 2025193
  • OWL'S HEAD ALLOYS, INC. LIFE AND DISABILITY BENEFIT PLAN$168K
    #502 · Fully insured · PRINCIPAL LIFE INSURANCE COMPANY · 2025309
  • OWL'S HEAD ALLOYS, INC. DENTAL BENEFIT PLAN$71K
    #503 · Fully insured · PARAMOUNT DENTAL · 2025311
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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