Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
2 plans aggregated / $46.0M assets / 547 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
3 plans / $689K premiums / 813 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Self-funded - XCHANGE / MARKET INSURANCE
Fully insured - PRINCIPAL LIFE INSURANCE COMPANY
Fully insured - PARAMOUNT DENTAL
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | OWL'S HEAD ALLOYS EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $41.2M | 269 | 2025 |
| #001 | OWL'S HEAD ALLOYS, INC. 401(K) PLAN | 401(k) | $4.9M | 278 | 2025 |
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | OWL'S HEAD ALLOYS, INC. HEALTH BENEFIT PLAN | Self-funded | XCHANGE / MARKET INSURANCE | $450K | 193 | 2025 |
| #502 | OWL'S HEAD ALLOYS, INC. LIFE AND DISABILITY BENEFIT PLAN | Fully insured | PRINCIPAL LIFE INSURANCE COMPANY | $168K | 309 | 2025 |
| #503 | OWL'S HEAD ALLOYS, INC. DENTAL BENEFIT PLAN | Fully insured | PARAMOUNT DENTAL | $71K | 311 | 2025 |