DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Alliance Coal, LLC & Aff. Pension Plan for Coal Employees
Corporate pensionTulsa, OK
Assets
$101M
Total assets, Dec 31, 2024 reported
Funded
93.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Alliance Coal, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.2%
- Common/collective trusts 21.8%
- Registered investment companies 46.4%
- Common stock 29.2%
- Preferred stock 0.0%
Consultants and advisers
7 firms
- Sterling Capital Management LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- JP Morgan Asset Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Pricewaterhousecoopers LLP Actuarythrough Dec 31, 2023 Form 5500
- Intrust Bank, N.A Trusteethrough Dec 31, 2022 Form 5500
- TWG Benefits, Inc. Actuarythrough Dec 31, 2022 Form 5500
- PWC Advisory Services LLC Actuarythrough Dec 31, 2022 Form 5500
- Pension Live, LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Sterling Capital Core Fixed Incomecollective trust | Hand Benefits & Trust Company | Fixed income | $22.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Sterling Capital Core Fixed Incomecollective trust | Hand Benefits & Trust Company | Fixed income | $21.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | JP Morgan Diversified Plus Fundcollective trust | Jpmorgan Chase Bank, N.A. | Hedge / diversifiers | $91.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$437,752 (2023-12) · $764,559 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,436 | $97.4M | $107M | 93.5% | $101M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,506 | $92.1M | $106M | 94.7% | $97.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,529 | $114M | $105M | 99.2% | $92.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- JP Morgan Asset Management codes 27 28 $184,723 PY2024
- Sterling Capital Management LLC codes 27 28 $176,777 PY2024
- Pricewaterhousecoopers codes 11 50 $142,815 PY2024
- Intrust Bank, N.A codes 21 50 $98,098 PY2024
- Hogan Taylor LLP codes 10 50 $18,100 PY2024
- Sterling Capital Core Fixed Income Sched. D C $22.1M PY2024
- PWC Advisory Services LLC codes 11 PY2024
- JP Morgan Asset Management codes 27 28 $437,752 PY2023
- Intrust Bank, N.A. codes 21 50 $100,237 PY2023
- Pricewaterhousecoopers codes 11 50 $33,950 PY2023
- Hogan Taylor LLP codes 10 50 $17,000 PY2023
- TWG Benefits, Inc. codes 11 50 $9,307 PY2023
- Sterling Capital Management LLC codes 27 28 PY2023
- Jpmcb Diversified Plus Fund Sched. D C PY2023
- Sterling Capital Core Fixed Income Sched. D C $21.5M PY2023
- PWC Advisory Services LLC codes 11 PY2023
- JP Morgan Asset Management codes 27 28 $740,730 PY2022
- Pension Live, LLC codes 11 50 $29,925 PY2022
- Intrust Bank, N.A. codes 21 50 $23,830 PY2022
- TWG Benefits, Inc. codes 11 50 $15,431 PY2022
- Hogan Taylor LLP codes 10 50 $13,000 PY2022
- Jpmcb Diversified Plus Fund Sched. D C $91.1M PY2022
- PWC Advisory Services LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2023Holding startedAlliance Coal, LLC & Aff. Pension Plan for Coal Employees first reports an interest in Sterling Capital Core Fixed Income: $21M at 2023-12-31with Sterling Capital Core Fixed Incomeaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceAlliance Coal, LLC & Aff. Pension Plan for Coal Employees no longer reports JP Morgan Diversified Plus Fund (last held $91M at 2022-12-31; absent from the 2023-12-31 filing)with JP Morgan Diversified Plus Fundaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedSterling Capital Management LLC appears on Alliance Coal, LLC & Aff. Pension Plan for Coal Employees's Schedule C as investment manager (plan year 2023 vs 2022)with Sterling Capital Management LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedAlliance Coal, LLC & Aff. Pension Plan for Coal Employees funded ratio 99.2% -> 94.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAlliance Coal, LLC & Aff. Pension Plan for Coal Employees plan assets $114M -> $92M (-19.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 730956034-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.