Alliance Coal 401(k) and pension plans

Alliance Coal, LLC, Tulsa, OK. EIN 73-0956034. Annual reports 2009–2024. Also filed as Alliance Coal, LLC S. Paul Mackey; White Oak Resources LLC; White Oak Resources, LLC.

Alliance Coal, LLC has 2 active retirement plans on file. The largest is the Alliance Coal, LLC and Affiliates Profit Sharing and Savings Plan, with 4,723 participants and $639 million in assets in 2024. Intrust Bank has been its recordkeeper since 2014.

Active plans: 2
Participants: 6,134
Plan assets: $740 million
401(k) recordkeeper: Intrust Bank
Plans on file: 3
Industry: Mining, oil and gas

All 3 plans

Active plans first

Alliance Coal, LLC and Affiliates Profit Sharing and Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 73-0956034
Participants (2024): 4,723
Net assets (2024): $639 million
Recordkeeper: Intrust BankEarlier: Nestegg Consulting (2009–2013)
Plan administrator: Alliance Coal, LLC
Po Box 22027
Tulsa, OK 74121
(918) 295-7522As filed for 2024
In effect since: September 10, 1996

Plans merged into this one: White Oak Resources LLC 401(k) Savings Plan (2016).

Earlier sponsor: Alliance Coal, LLC S. Paul Mackey (2014–2021).

Earlier plan names: Alliance Coal, LLC and Affiliates Profit Sharing and Savings; Alliance Coal, LLC Alliance Coal, LLC and Affiliates Profit Sharing and Savings.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,723	$639 million	Intrust Bank
2023	4,519	$560 million	Intrust Bank
2022	4,242	$477 million	Intrust Bank
2021	3,841	$553 million	Intrust Bank
2020	3,721	$500 million	Intrust Bank
2019	4,285	$529 million	Intrust Bank
2018	4,236	$448 million	Intrust Bank
2017	3,920	$467 million	Intrust Bank
2016	3,992	$409 million	Intrust Bank
2015	4,841	$413 million	Intrust Bank
2014	5,084	$400 million	Intrust Bank
2013	4,954	$367 million	Nestegg Consulting
2012	4,857	$300 million	Nestegg Consulting
2011	4,416	$236 million	Nestegg Consulting
2010	4,061	$220 million	Nestegg Consulting
2009	3,654	$175 million	Nestegg Consulting

Alliance Coal, LLC & Aff. Pension Plan for Coal Employees

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 73-0956034
Participants (2024): 1,411
Net assets (2024): $101 million
Plan administrator: Alliance Coal, LLC
Po Box 22027
Tulsa, OK 74121
(918) 295-7532As filed for 2024
In effect since: January 1, 1997

Earlier sponsor: Alliance Coal, LLC S. Paul Mackey (2014–2021).

Earlier plan names: Alliance Coal, LLC & Aff Pension PL for Coal Empl.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,411	$101 million	not listed
2023	1,436	$97.5 million	not listed
2022	1,506	$92.1 million	not listed
2021	1,529	$114 million	not listed
2020	1,551	$102 million	not listed
2019	1,559	$93.3 million	not listed
2018	1,553	$78.2 million	not listed
2017	1,570	$85.8 million	not listed
2016	1,615	$72.5 million	not listed
2015	1,619	$69.1 million	not listed
2014	1,644	$70.6 million	not listed
2013	1,649	$68.3 million	not listed
2012	1,650	$55.4 million	not listed
2011	1,634	$49.1 million	not listed
2010	1,644	$46.6 million	not listed
2009	1,650	$39.2 million	not listed

White Oak Resources LLC 401(k) Savings Plan

401(k)Merged

Merged. In 2016 its assets moved to the Alliance Coal, LLC and Affiliates Profit Sharing and Savings Plan, sponsored by Alliance Coal, LLC (EIN 73-0956034, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 73-0956034
Participants (2015): 130
Net assets (2015): $316,505
Recordkeeper: Retirement Plan Services2014–2015
Plan administrator: Alliance Coal, LLC
1717 S. Boulder, Suite 400
Tulsa, OK 74119As filed for 2016
In effect since: January 1, 2009

Earlier sponsor: White Oak Resources LLC (2009–2014).

Earlier plan names: White Oak Resources, LLC 401(k) Savings Plan.

Year by year, 2009 to 2016

Plan year	Participants	Net assets	Recordkeeper
2016	0	$0	not listed
2015	130	$316,505	Retirement Plan Services
2014	371	$5.4 million	Retirement Plan Services
2013	220	$3.5 million	not listed
2012	53	$1.4 million	not listed
2011	51	$718,514	not listed
2010	9	$273,824	not listed
2009	16	$285,374	not listed

If you had money in one of these plans

Call Intrust Bank, which runs the Alliance Coal, LLC and Affiliates Profit Sharing and Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((918) 295-7522). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.