401(K) Plan For Umwa Represented Employees Of Alpha Metallurgical Resources Affiliates — 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, 401(K) Plan For Umwa Represented Employees Of Alpha Metallurgical Resources Affiliates is a benefit plan reported by Alpha Metallurgical Resources, LLC under EIN 81-2970899 and plan number 002. The latest loaded filing year is 2023. The filing reports 118 participants and $6,649,341 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
002
Plan type
2
Location
Bristol, TN
Latest filing year
2023
Participants
118
End-of-year plan assets
$6,649,341

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023118H, C20240719123656NAL0004374867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,649,341
Total liabilities (EOY)
$0
Net assets (EOY)
$6,649,341
Net assets (BOY)
$5,456,761

Income & contributions

Employer contributions
$464,220
Participant contributions
$425,244
Total contributions
$889,464
Total income / additions
$1,840,553

Expenses & distributions

Benefits paid
$645,944
Administrative expenses
$2,029
Total expenses
$647,973
Net increase / (decrease)
$1,192,580

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$1,259$02023

Related Form 5500 pages