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  2. Iron Senergy, LLC
  • Retirement analytics
  • Benefits analytics
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Filings through Oct 24, 2026.

Iron Senergy, LLC

EIN 85-2328662-Mining, Quarrying, and Oil and Gas Extraction-Latest filing 2025
Plans
3
Retirement
2
$72.9M assets
Health & Benefits
1
$2.6M premiums
Participants
1,361
295 NORTH HUBBARDS LANE. SUITE 302 - LOUISVILLE, KY 40207502-665-0640
Plans on this EIN
3 filings
#002401(k)-$47.5M - 535 part#001401(k)-$25.4M - 240 part#501Mixed-$2.6M - 629 lives

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

Retirement portfolio analytics

2 plans aggregated / $72.9M assets / 775 participants

Assets by plan

Share of aggregate retirement assets

  • OF IRON SENERGY (#002)$47.5M
  • 401(K) RETIREMENT Savings (#001)$25.4M
Total $72.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • MERRILL LYNCH PIERCE FENNER & SMITH$72.9M
Total $72.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • OF IRON SENERGY (#002)535
  • 401(K) RETIREMENT Savings (#001)240
Total 775Select a row to open it

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
Total $2.6M6 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

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

401(k)

Assets$47.5M
Participants535
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

IRON SENERGY, LLC 401(K) RETIREMENT SAVINGS PLAN

401(k)

Assets$25.4M
Participants240
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

IRON SENERGY HOLDING, LLC EMPLOYEE BENEFITS PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$2.6M
Covered lives629
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002401(K) PLAN FOR UMWA REPRESENTED EMPLOYEES OF IRON SENERGY401(k)$47.5M5352025
#001IRON SENERGY, LLC 401(K) RETIREMENT SAVINGS PLAN401(k)$25.4M2402025
  • 401(K) PLAN FOR UMWA REPRESENTED EMPLOYEES OF IRON SENERGY$47.5M
    #002 · 401(k) · 2025535
  • IRON SENERGY, LLC 401(K) RETIREMENT SAVINGS PLAN$25.4M
    #001 · 401(k) · 2025240

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501IRON SENERGY HOLDING, LLC EMPLOYEE BENEFITS PLANMixedHM LIFE INSURANCE COMPANY$2.6M6292025
  • IRON SENERGY HOLDING, LLC EMPLOYEE BENEFITS PLAN$2.6M
    #501 · Mixed · HM LIFE INSURANCE COMPANY · 2025629
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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