Sponsor portfolio

IRON SENERGY HOLDING, LLC

EIN 85-2328662Latest filing 2025

Plans

Retirement

$64.8M assets

Welfare

$2.6M premiums

Participants

1,363

200 EVERGREEN DRIVE - WAYNESBURG, PA 15370724-395-3242

Plans on this EIN

3 filings

#002401k-$40.8M - 547 part #001401k-$24.1M - 230 part #501Mixed-$2.6M - 629 lives

Retirement portfolio analytics

2 plans aggregated / $64.8M assets / 777 participants

Assets by plan

Share of aggregate retirement assets

63%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

100%top

MERRILL LYNCH PIERCE FENNER & SMITH100%

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $2.6M premiums / 629 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Stop-loss$1.9M
Life$394K
Short-term disability$394K
Long-term disability$394K
Other$394K
Dental$348K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

72%top

HM LIFE INSURANCE COMPANY72%
PRUDENTIAL INSURANCE COMPANY OF AMERICA15%
DELTA DENTAL OF CALIFORNIA13%

Broker market share

Schedule A broker compensation

Split broker

95%top

ALIUM LLC95%
MCGRIFF INSURANCE SERVICES INC4%
IMG0%

Plan deep-dives

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

Retirement#002

401(K) PLAN FOR UMWA REPRESENTED EMPLOYEES OF IRON SENERGY

401k

Assets$40.8M

Participants547

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001

IRON SENERGY, LLC 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$24.1M

Participants230

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501