Plan5500

Iron Senergy, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Iron Senergy, LLC (EIN 85-2328662) is a plan sponsor located in Louisville, KY with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
85-2328662
Location
Louisville, KY
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Iron Senergy, LLC

  • 3 loaded plans hold $57.9M in reported assets.
  • The largest, 401(K) Plan For Umwa Represented Employees Of Iron Senergy, holds 64% of this company's reported plan assets.
  • Plans cover 1,562 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$57.9MSummed across loaded plans$57,917,812
Total reported assets$57.9M$57,917,812
Total reported participants1.6K1,562
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$57.9M total assets
Net assets$57.9MLiabilities$0
Contributions & income
Employer contributions$3.5M
Participant contributions$4.4M
Total income / additions$16.6M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.7M
Net increase / (decrease)$12.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets64%401(K) Plan For Umwa Represented Employees Of Iron Senergy
Participants per plan521Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    401(K) Plan For Umwa Represented Employees Of Iron Senergy$36.9M
    Plan #002 · 603 participants · 2023
  2. 2
    Iron Senergy, LLC 401(K) Retirement Savings Plan$21M
    Plan #001 · 221 participants · 2023
  3. 3
    Iron Senergy, LLC Health And Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 738 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Iron Senergy, LLC. Open one for its full reported snapshot.

  1. 2023
    Iron Senergy, LLC Health And Welfare Benefit Plan738 participants · 2No schedules
    View filing →
  2. 2023
    Iron Senergy, LLC 401(K) Retirement Savings Plan221 participants · 2Sch HSch C
    View filing →
  3. 2023
    401(K) Plan For Umwa Represented Employees Of Iron Senergy603 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Iron Senergy, LLC report on Form 5500?
Iron Senergy, LLC (EIN 85-2328662) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Iron Senergy, LLC?
The Employer Identification Number (EIN) reported for Iron Senergy, LLC is 85-2328662.
What is the latest Form 5500 filing year for Iron Senergy, LLC?
The latest loaded Form 5500 filing year for Iron Senergy, LLC is 2023.

Related Form 5500 pages