Alpha Metallurgical Resources 401(K) Retirement Savings Plan — Form 5500 plan (Alpha Metallurgical Resources, 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, Alpha Metallurgical Resources 401(K) Retirement Savings Plan is a benefit plan reported by Alpha Metallurgical Resources, LLC under EIN 81-2970899 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,591 participants and $355,434,187 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alpha Metallurgical Resources, LLC
EIN
81-2970899
Plan number
001
Plan type
2
Location
Bristol, TN
Latest filing year
2023
Participants
3,591
End-of-year plan assets
$355,434,187

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,591H, C20240719122312NAL0007150081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$355,434,187
Total liabilities (EOY)
$0
Net assets (EOY)
$355,434,187
Net assets (BOY)
$297,261,253

Income & contributions

Employer contributions
$21,133,680
Participant contributions
$26,234,343
Total contributions
$48,149,962
Total income / additions
$100,233,462

Expenses & distributions

Benefits paid
$41,888,791
Administrative expenses
$136,061
Total expenses
$42,060,528
Net increase / (decrease)
$58,172,934

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$108,643$02023
Strategic Advisors, Inc.ADVISOR$27,418not reported in the loaded dataset2023

Related Form 5500 pages