Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NACCO NATURAL RESOURCES CORPORATION
EIN 34-1554846Mining, Quarrying, and Oil and Gas ExtractionLatest filing 2024
Plans
7
Retirement
2
$796.7M assets
Welfare
5
$4.1M premiums
Participants
10,037
5340 LEGACY DR., BUILDING 1, SUITE 300 - PLANO, TX 750243141972-448-5400
Retirement portfolio analytics
2 plans aggregated / $796.7M assets / 2,620 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
96%top
- THE VANGUARD GROUP, INC.96%
- (Not disclosed)4%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $4.1M premiums / 4,054 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$3.5M
- Long-term disability$3.5M
- Other$3.5M
- Health$381K
- Vision$224K
Carrier market share
Premium dollars by Schedule A carrier
95%top
- METROPOLITAN LIFE INSURANCE COMPANY95%
- VISION SERVICE PLAN5%
Broker market share
Schedule A broker compensation
100%top
- HENDERSON BROTHERS, INC.100%
- MERCER HEALTH AND BENEFITS, LLC-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NACCO NATURAL RESOURCES RETIREMENT SAVINGS PLAN
401k
Assets$768.4M
Participants2,456
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
THE COMBINED DEFINED BENEFIT PLAN FOR NACCO INDUSTRIES, INC. AND ITS SUBSIDIARIES
TraditionalDB
Assets$28.3M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
THE NORTH AMERICAN COAL CORPORATION INSURED WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$4.1M
Covered lives4,054
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
THE NORTH AMERICAN COAL CORPORATION ACTIVE MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
THE NORTH AMERICAN COAL CORPORATION STAFF EMPLOYEES SEVERANCE PAY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
THE NORTH AMERICAN COAL CORPORATION FLEX PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513
THE NORTH AMERICAN COAL CORPORATION ACTIVE DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NACCO NATURAL RESOURCES RETIREMENT SAVINGS PLAN | 401k | $768.4M | 2,456 | 2024 | |
| 005 | THE COMBINED DEFINED BENEFIT PLAN FOR NACCO INDUSTRIES, INC. AND ITS SUBSIDIARIES | TraditionalDB | $28.3M | 164 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | THE NORTH AMERICAN COAL CORPORATION INSURED WELFARE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $4.1M | 4,054 | 2024 | |
| 501 | THE NORTH AMERICAN COAL CORPORATION ACTIVE MEDICAL PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 505 | THE NORTH AMERICAN COAL CORPORATION STAFF EMPLOYEES SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 506 | THE NORTH AMERICAN COAL CORPORATION FLEX PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 513 | THE NORTH AMERICAN COAL CORPORATION ACTIVE DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans