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Original filing (PDF)20241220054839NAL0005791473001
DW ENERGY GROUP LLC
Form 5500
FILING_RECEIVED
DW ENERGY GROUP LLC EMPLOYEE BENEFIT PLAN
Health & welfare plan
Signals · 1
Late filing · 6.1 mo
Active participants
13
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
76
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 6.1 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DW ENERGY GROUP LLC.
Plan sponsor
Name
DW ENERGY GROUP LLC
EIN
27-4650909
Address
104 DECKER CT · STE 300 · IRVING, TX · 75062
Phone
(214) 758-0880
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2022
Plan year begin
2022-08-01
Tax period
2023-07-31
Filed
2024-12-20
Welfare benefit codes
4A · Health (other than dental or vision)
4R · Unfunded, Fully Insured, or Combination
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC | 41-1289245 | — | ADMINISTRATOR | $26K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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