Alliance Coal, LLC & Aff. Pension Plan for Coal Employees
Corporate pension, based in Tulsa, Oklahoma, reporting $101M in assets, for 1,436 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Alliance Coal, LLC & Aff. Pension Plan for Coal Employees first reports an interest in Sterling Capital Core Fixed Income: $21M at 2023-12-31.
4 more advisers
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Sterling Capital Core Fixed Income2 commitments
- JP Morgan Diversified Plus Fund1 commitment
- Sterling Capital LLC2 commitments
- JP Morgan Chase1 commitment
Relationship network
15 connected entities3 observed commitments2 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- 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
- 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
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Sterling Capital LLC2 rows, latest Dec 31, 2024
- JP Morgan Chase1 row, latest Dec 31, 2022
- Sterling Capital LLCplan years
- JP Morgan Chaseplan years
What changed
- 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)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Sterling Capital Core Fixed Incomecollective trust | Sterling Capital LLC | Fixed income | $22.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Sterling Capital Core Fixed Incomecollective trust | Sterling Capital LLC | Fixed income | $21.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | JP Morgan Diversified Plus Fundcollective trust | JP Morgan Chase | Hedge / diversifiers | $91.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| 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 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,506 | $92.1M | $106M | 94.7% | $97.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,529 | $114M | $105M | 99.2% | $92.1M | Not disclosed | Not disclosed | Not disclosed |
- 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
+20 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Alliance Coal, LLC & Aff. Pension Plan for Coal Employees sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2023-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
- Manager relationship started2023-12-31source on record
+2 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+10 connections on the graph
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