2023 Form 5500 filing — Alliance Coal, LLC And Affiliates Profit Sharing And Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002161640NAL0015576480001) for Alliance Coal, LLC And Affiliates Profit Sharing And Savings Plan, reported by Alliance Coal, LLC under EIN 73-0956034 and plan number 001. It reports 4,249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002161640NAL0015576480001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alliance Coal, LLC
- EIN
- 73-0956034
- Plan number
- 001
- Location
- Tulsa, OK
- Participants
- 4,249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $560,599,688
- Total liabilities (EOY)
- $112,341
- Net assets (EOY)
- $560,487,347
- Employer contributions
- $21,843,104
- Participant contributions
- $31,098,486
- Total income / additions
- $129,418,675
- Benefits paid
- $45,085,694
- Administrative expenses
- $530,714
- Total expenses
- $45,624,195
- Net increase / (decrease)
- $83,794,480
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Intrust Bank, N.A. | NONE | $440,964 | not reported in the loaded dataset |
| Mariner Wealth Advisors | NONE | $60,000 | not reported in the loaded dataset |
| Hogantaylor Llp | NONE | $25,000 | not reported in the loaded dataset |
| Terem Marketing LLC | NONE | $4,750 | not reported in the loaded dataset |