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Sponsor portfolio

ALLIANCE COAL LLC

EIN 73-0956034-Latest filing 2025
Plans
5
Retirement
2
$740.4M assets
Welfare
3
$4.0M premiums
Participants
16,794
PO BOX 22027 - TULSA, OK 741212027918-295-7532
Plans on this EIN
5 filings
#001401k-$639.0M - 4,723 part#002TraditionalDB-$101.4M - 1,411 part#503Mixed-$4.0M - 8,307 lives#502Self Funded-0 lives#504Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $740.4M assets / 6,134 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • SHARING AND Savings (#001)86%
  • FOR COAL EMPLOYEES (#002)14%
Total $740.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
86%top
  • INTRUST BANK, N.A.86%
  • (Not disclosed)14%
Total $740.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING AND Savings (#001)4,723
  • FOR COAL EMPLOYEES (#002)1,411
Total 6,134Click row to drill in

Benefits portfolio analytics

3 plans / $4.0M premiums / 8,307 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $4.0M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SUMMIT FINANCIAL GROUP INC.100%
Total $404K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ALLIANCE COAL, LLC AND AFFILIATES PROFIT SHARING AND SAVINGS PLAN

401k

Assets$639.0M
Participants4,723
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES

TraditionalDB

Assets$101.4M
Participants1,411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ALLIANCE COAL LIFE AND DISABILITY PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$4.0M
Covered lives8,307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ALLIANCE COAL HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ALLIANCE COAL DENTAL VISION AND FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALLIANCE COAL, LLC AND AFFILIATES PROFIT SHARING AND SAVINGS PLAN401k$639.0M4,7232024
002ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEESTraditionalDB$101.4M1,4112024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ALLIANCE COAL LIFE AND DISABILITY PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$4.0M8,3072025
502ALLIANCE COAL HEALTH PLANSelf Funded-$002024
504ALLIANCE COAL DENTAL VISION AND FLEXIBLE BENEFITS PLANSelf Funded-$002025
Retirement plans
Welfare plans
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