2023 Form 5500 filing — Alliance Coal, LLC & Aff. Pension Plan For Coal Employees
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 20241009170807NAL0010868979001) for Alliance Coal, LLC & Aff. Pension Plan For Coal Employees, reported by Alliance Coal, LLC under EIN 73-0956034 and plan number 002. It reports 1,506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009170807NAL0010868979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alliance Coal, LLC
- EIN
- 73-0956034
- Plan number
- 002
- Location
- Tulsa, OK
- Participants
- 1,506
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,518,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,518,842
- Employer contributions
- $152,000
- Total income / additions
- $12,425,910
- Benefits paid
- $6,437,976
- Administrative expenses
- $598,247
- Total expenses
- $7,036,223
- Net increase / (decrease)
- $5,389,687
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Asset Management | NONE | $437,752 | not reported in the loaded dataset |
| Intrust Bank, N.A. | NONE | $100,237 | not reported in the loaded dataset |
| Pricewaterhousecoopers | NONE | $33,950 | not reported in the loaded dataset |
| Hogan Taylor Llp | NONE | $17,000 | not reported in the loaded dataset |
| Twg Benefits, Inc. | NONE | $9,307 | not reported in the loaded dataset |
| Sterling Capital Management LLC | NONE | $0 | $0 |