Back to filter
Original filing (PDF)20260324170838NAL0004431218001
SHELTON ENERGY SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
SHELTON ENERGY SOLUTIONS, LLC WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
440
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
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 SHELTON ENERGY SOLUTIONS, LLC.
Plan sponsor
Name
SHELTON ENERGY SOLUTIONS, LLC
EIN
81-2064052
Address
1439 CENTRE CT. · SUITE 600 · ALEXANDRIA, LA · 71301
Phone
(318) 443-5894
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2026-03-24
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSUREDPARTNERS GULF COAST INS. | — | LAFAYETTE, LA | BROKER FEES | $145K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BCBS OF LOUISIANA | 23-7384555 | — | MEDICAL FEES | $241K | — |
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.
Related plans
Other plans using BCBS OF LOUISIANA
Similar-size Construction plans
ROSS & SONS UTILITY CONTRACTOR, INC.
ROSS & SONS CASH BALANCE PLAN
$0
SOUTHERN VENTURES INC
BRUISTER & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
$0
CHALLENGER DRILLING, INC.
CHALLENGER DRILLING 401(K) PLAN
$0
NORTHERN PLAINS CONTRACTING, INC.
NORTHERN PLAINS RETIREMENT SAVINGS PLAN
$0
PREMIER ENERGY SERVICES, INC.
PREMIER ENERGY SERVICES, INC. 401(K) PLAN
$0
ZACO, INC.
MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
$0
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants