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

Corporate pension· Tulsa, Oklahoma

Corporate pension, based in Tulsa, Oklahoma, reporting $101M in assets, for 1,436 participants.

Composed from this allocator's classification, location and filed figures.

As of 2023-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $101M
Funded ratio: 93.5%
Fund commitments: 2
Managers: 2

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (2)Allocation policy Managers

As of 2023-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

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.

Capital path

who backs this record, through what, into what; each name opens its own path

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

Funds committed to

Sterling Capital Core Fixed Income2 commitments
JP Morgan Diversified Plus Fund1 commitment

Managers

Sterling Capital LLC2 commitments
JP Morgan Chase1 commitment

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$101M

Total assets, Dec 31, 2024 reported

Funded

93.5%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 managers on Schedule C

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

+4 more consultants and advisers advise this allocator

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People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

Sterling Capital LLC2 rows, latest Dec 31, 2024
JP Morgan Chase1 row, latest Dec 31, 2022

From Schedule C (investment management, code 28)

Sterling Capital LLCplan years
JP Morgan Chaseplan years

What changed

5 events

Dec 31, 2023Holding started
Alliance Coal, LLC & Aff. Pension Plan for Coal Employees first reports an interest in Sterling Capital Core Fixed Income: $21M at 2023-12-31
with Sterling Capital Core Fixed Incomeaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Alliance 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 started
Sterling 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 changed
Alliance Coal, LLC & Aff. Pension Plan for Coal Employees funded ratio 99.2% -> 94.7% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Alliance Coal, LLC & Aff. Pension Plan for Coal Employees plan assets $114M -> $92M (-19.2%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	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

33 readings

Total assets

$101M Dec 31, 2024 reported Form 5500

$97.5M (2023-12) · $92.1M (2022-12)

Plan assets

$97.4M Jan 1, 2024 reported Form 5500

$92.1M (2023-01) · $114M (2022-01)

Net assets

$101M Dec 31, 2024 reported Form 5500

$97.5M (2023-12) · $92.1M (2022-12)

Funded ratio

93.5% Jan 1, 2024 reported Form 5500

94.7% (2023-01) · 99.2% (2022-01)

Funding target

$107M Jan 1, 2024 reported Form 5500

$106M (2023-01) · $105M (2022-01)

Discount rate

5.18% Jan 1, 2024 reported Form 5500

5.27% (2023-01) · 5.44% (2022-01)

Participants

1,436 Jan 1, 2024 reported Form 5500

1,506 (2023-01) · 1,529 (2022-01)

Contributions

$446,031 Dec 31, 2024 reported Form 5500

$152,000 (2023-12) · $0 (2022-12)

Benefits paid

$7.5M Dec 31, 2024 reported Form 5500

$6.4M (2023-12) · $5.6M (2022-12)

Net investment income

$3.9M Dec 31, 2024 reported Form 5500

$5.4M (2023-12) · -$21.8M (2022-12)

Investment management fees

$358,499 Dec 31, 2024 reported Form 5500

$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	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

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

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Provenance

Identifiers: EIN-PN 730956034-002

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 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.

Capital chain

Alliance Coal, LLC & Aff. Pension Plan for Coal Employees sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

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

5 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle ended
2023-12-31source
Funded status changed
2023-01-01source

+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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