Alliance Coal, LLC & Aff. Pension Plan For Coal Employees — 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 & Aff. Pension Plan For Coal Employees is a benefit plan reported by Alliance Coal, LLC under EIN 73-0956034 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,506 participants and $97,518,842 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
- 002
- Plan type
- 2
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 1,506
- End-of-year plan assets
- $97,518,842
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,506 | H, C | 20241009170807NAL0010868979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,518,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,518,842
- Net assets (BOY)
- $92,129,155
Income & contributions
- Employer contributions
- $152,000
- Total contributions
- $152,000
- Total income / additions
- $12,425,910
Expenses & distributions
- Benefits paid
- $6,437,976
- Administrative expenses
- $598,247
- Total expenses
- $7,036,223
- Net increase / (decrease)
- $5,389,687
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Asset Management | NONE | $437,752 | not reported in the loaded dataset | 2023 |
| Intrust Bank, N.A. | NONE | $100,237 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers | NONE | $33,950 | not reported in the loaded dataset | 2023 |
| Hogan Taylor Llp | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Twg Benefits, Inc. | NONE | $9,307 | not reported in the loaded dataset | 2023 |
| Sterling Capital Management LLC | NONE | $0 | $0 | 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
- Jp Morgan Asset Management — Schedule C compensation
- Intrust Bank, N.A. — Schedule C compensation
- Pricewaterhousecoopers — Schedule C compensation
- Hogan Taylor Llp — Schedule C compensation
- Twg Benefits, Inc. — Schedule C compensation
- Sterling Capital Management LLC — Schedule C compensation