Energy Ins Agency
Lexington, KY
Energy Ins Agency of Lexington, KY is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $261,462 in reported broker commissions (plan year 2025).
Quick answer
Energy Ins Agency (Lexington, KY) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Energy Ins Agency have?
- Energy Ins Agency is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Energy Ins Agency's largest employer clients?
- By plan participants, the largest include Ohio Aluminum Industries, Inc. (159 participants) and Middlesboro Coca-Cola Bottling Works, Inc. (140 participants).
- How much does Energy Ins Agency earn in commissions?
- Insurers reported $261,462 in broker commissions and $32,026 in fees paid to Energy Ins Agency for plan year 2025, per Schedule A Part 1.
- Where is Energy Ins Agency located?
- Energy Ins Agency is based in Lexington, KY and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Energy Ins Agency on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Ohio Aluminum Industries, Inc. | OH | 159 | 2024-12-31 |
| Middlesboro Coca-Cola Bottling Works, Inc. | KY | 140 | 2026-05-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.