Alliance Coal, LLC And Affiliates Profit Sharing And Savings Plan — Form 5500 plan (Alliance Coal, LLC)
Plain-English plan 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, Alliance Coal, LLC And Affiliates Profit Sharing And Savings Plan is a benefit plan reported by Alliance Coal, LLC under EIN 73-0956034 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,249 participants and $560,599,688 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliance Coal, LLC
- EIN
- 73-0956034
- Plan number
- 001
- Plan type
- 2
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 4,249
- End-of-year plan assets
- $560,599,688
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,249 | H, C | 20241002161640NAL0015576480001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $560,599,688
- Total liabilities (EOY)
- $112,341
- Net assets (EOY)
- $560,487,347
- Net assets (BOY)
- $476,692,867
Income & contributions
- Employer contributions
- $21,843,104
- Participant contributions
- $31,098,486
- Total contributions
- $54,866,301
- Total income / additions
- $129,418,675
Expenses & distributions
- Benefits paid
- $45,085,694
- Administrative expenses
- $530,714
- Total expenses
- $45,624,195
- Net increase / (decrease)
- $83,794,480
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Intrust Bank, N.A. | NONE | $440,964 | not reported in the loaded dataset | 2023 |
| Mariner Wealth Advisors | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Hogantaylor Llp | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Terem Marketing LLC | NONE | $4,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alliance Coal, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Tulsa, OK
- Intrust Bank, N.A. — Schedule C compensation
- Mariner Wealth Advisors — Schedule C compensation
- Hogantaylor Llp — Schedule C compensation
- Terem Marketing LLC — Schedule C compensation