Logo

ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 401k Plan overview

Plan NameALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN
Plan identification number 501

ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA BOARD has sponsored the creation of one or more 401k plans.

Company Name:ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA BOARD
Employer identification number (EIN):816676371
NAIC Classification:212110
NAIC Description: Coal Mining

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01EDDIE W. NEELY2024-10-11
5012022-01-01EDDIE W. NEELY2023-09-24
5012021-01-01EDDIE W. NEELY2022-10-12
5012020-01-01EDDIE W. NEELY2021-07-22
5012019-01-01EDDIE W. NEELY2020-06-10
5012018-01-01EDDIE W. NEELY2019-10-11
5012017-01-01
5012017-01-01EDDIE W. NEELY2019-10-11
5012016-10-01
5012016-10-01EDDIE W. NEELY2017-10-12

Plan Statistics for ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN

401k plan membership statisitcs for ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN

Measure Date Value
2023: ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,366
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-011,533
Total of all active and inactive participants2023-01-011,533
2022: ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01955
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-011,769
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,769
2021: ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01979
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-01955
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01955
2020: ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01758
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-01979
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01979
2019: ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01174
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-01763
Total of all active and inactive participants2019-01-01763
2018: ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01360
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-01174
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
2017: ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01487
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-01360
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
2016: ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-010
Total number of active participants reported on line 7a of the Form 55002016-10-010
Number of retired or separated participants receiving benefits2016-10-01487
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-01487

Financial Data on ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN

Measure Date Value
2023 : ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$6,356
Total unrealized appreciation/depreciation of assets2023-12-31$6,356
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$38,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$42,657
Total income from all sources (including contributions)2023-12-31$70,279
Total loss/gain on sale of assets2023-12-31$2,943
Total of all expenses incurred2023-12-31$1,098,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,038,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$2,811,375
Value of total assets at beginning of year2023-12-31$3,843,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$60,141
Total interest from all sources2023-12-31$34,235
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$26,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$26,745
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Administrative expenses (other) incurred2023-12-31$5,818
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$1,738
Total non interest bearing cash at end of year2023-12-31$430,070
Total non interest bearing cash at beginning of year2023-12-31$216,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-1,028,016
Value of net assets at end of year (total assets less liabilities)2023-12-31$2,772,927
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,800,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$13,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$345,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$327,989
Income. Interest from US Government securities2023-12-31$34,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$518,434
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$3,299,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$3,299,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$71
Asset value of US Government securities at end of year2023-12-31$1,517,643
Asset value of US Government securities at beginning of year2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,038,154
Contract administrator fees2023-12-31$22,621
Liabilities. Value of benefit claims payable at end of year2023-12-31$38,448
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$40,919
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$499,498
Aggregate carrying amount (costs) on sale of assets2023-12-31$496,555
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2023-12-31540504608
2022 : ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-15,221
Total unrealized appreciation/depreciation of assets2022-12-31$-15,221
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$42,657
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,802
Total income from all sources (including contributions)2022-12-31$-518,093
Total loss/gain on sale of assets2022-12-31$-597,147
Total of all expenses incurred2022-12-31$1,523,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,448,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$3,843,600
Value of total assets at beginning of year2022-12-31$5,858,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$74,870
Total interest from all sources2022-12-31$7,961
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$87,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$87,718
Administrative expenses professional fees incurred2022-12-31$19,091
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$7,669
Liabilities. Value of operating payables at end of year2022-12-31$1,738
Total non interest bearing cash at end of year2022-12-31$216,163
Total non interest bearing cash at beginning of year2022-12-31$685,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,041,537
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,800,943
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,842,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$27,418
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$327,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,432,074
Income. Interest from US Government securities2022-12-31$7,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,299,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$126,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$126,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$6
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$614,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,448,574
Contract administrator fees2022-12-31$20,692
Liabilities. Value of benefit claims payable at end of year2022-12-31$40,919
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$15,802
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$3,823,491
Aggregate carrying amount (costs) on sale of assets2022-12-31$4,420,638
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2022-12-31540504608
2021 : ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-84,111
Total unrealized appreciation/depreciation of assets2021-12-31$-84,111
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$15,802
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$28,584
Total income from all sources (including contributions)2021-12-31$136,219
Total loss/gain on sale of assets2021-12-31$98,916
Total of all expenses incurred2021-12-31$1,461,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,396,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$5,858,282
Value of total assets at beginning of year2021-12-31$7,196,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$65,128
Total interest from all sources2021-12-31$133,976
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$99,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$99,584
Administrative expenses professional fees incurred2021-12-31$18,089
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,000,001
Administrative expenses (other) incurred2021-12-31$6,488
Total non interest bearing cash at end of year2021-12-31$685,336
Total non interest bearing cash at beginning of year2021-12-31$138,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,325,398
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,842,480
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,167,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$21,030
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,432,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,318,506
Interest earned on other investments2021-12-31$73,698
Income. Interest from US Government securities2021-12-31$60,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$126,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$821,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$821,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$45
Asset value of US Government securities at end of year2021-12-31$614,864
Asset value of US Government securities at beginning of year2021-12-31$1,917,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-112,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,396,489
Contract administrator fees2021-12-31$19,521
Liabilities. Value of benefit claims payable at end of year2021-12-31$15,802
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$28,584
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$3,202,367
Aggregate carrying amount (costs) on sale of assets2021-12-31$3,103,451
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2021-12-31540504608
2020 : ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-7,617
Total unrealized appreciation/depreciation of assets2020-12-31$-7,617
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$28,584
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$37,518
Total income from all sources (including contributions)2020-12-31$236,450
Total loss/gain on sale of assets2020-12-31$-18,861
Total of all expenses incurred2020-12-31$1,784,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,729,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$7,196,462
Value of total assets at beginning of year2020-12-31$8,753,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$54,821
Total interest from all sources2020-12-31$133,627
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$67,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$67,886
Administrative expenses professional fees incurred2020-12-31$16,060
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,000,001
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,662,165
Administrative expenses (other) incurred2020-12-31$5,816
Total non interest bearing cash at end of year2020-12-31$138,705
Total non interest bearing cash at beginning of year2020-12-31$1,220,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,548,323
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,167,878
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,716,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$12,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,318,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,090,231
Interest earned on other investments2020-12-31$22,949
Income. Interest from US Government securities2020-12-31$110,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$821,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$278,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$278,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$95
Asset value of US Government securities at end of year2020-12-31$1,917,880
Asset value of US Government securities at beginning of year2020-12-31$3,501,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$61,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,729,952
Contract administrator fees2020-12-31$20,874
Liabilities. Value of benefit claims payable at end of year2020-12-31$28,584
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$37,518
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$864,367
Aggregate carrying amount (costs) on sale of assets2020-12-31$883,228
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2020-12-31540504608
2019 : ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$66,093
Total unrealized appreciation/depreciation of assets2019-12-31$66,093
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$37,518
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$61,065
Total income from all sources (including contributions)2019-12-31$3,785,022
Total loss/gain on sale of assets2019-12-31$-20,292
Total of all expenses incurred2019-12-31$1,489,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,410,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,500,000
Value of total assets at end of year2019-12-31$8,753,719
Value of total assets at beginning of year2019-12-31$6,481,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$79,337
Total interest from all sources2019-12-31$142,779
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$54,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$54,277
Administrative expenses professional fees incurred2019-12-31$18,594
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,662,165
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,560,806
Administrative expenses (other) incurred2019-12-31$4,835
Liabilities. Value of operating payables at beginning of year2019-12-31$32,930
Total non interest bearing cash at end of year2019-12-31$1,220,662
Total non interest bearing cash at beginning of year2019-12-31$217,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,295,342
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,716,201
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,420,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$16,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,090,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$863,839
Interest earned on other investments2019-12-31$25,164
Income. Interest from US Government securities2019-12-31$117,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$278,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$149,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$149,577
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$419
Asset value of US Government securities at end of year2019-12-31$3,501,743
Asset value of US Government securities at beginning of year2019-12-31$2,690,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$42,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,410,343
Contract administrator fees2019-12-31$39,794
Liabilities. Value of benefit claims payable at end of year2019-12-31$37,518
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$28,135
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,666,822
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,687,114
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BROWN EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2019-12-31540504608
2018 : ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-86,424
Total unrealized appreciation/depreciation of assets2018-12-31$-86,424
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$61,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$24,520
Total income from all sources (including contributions)2018-12-31$3,501,322
Total loss/gain on sale of assets2018-12-31$-1,812
Total of all expenses incurred2018-12-31$1,399,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,261,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,500,000
Value of total assets at end of year2018-12-31$6,481,924
Value of total assets at beginning of year2018-12-31$4,343,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$137,915
Total interest from all sources2018-12-31$136,435
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$15,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$15,611
Administrative expenses professional fees incurred2018-12-31$61,166
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,560,806
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,550,878
Administrative expenses (other) incurred2018-12-31$44,627
Liabilities. Value of operating payables at end of year2018-12-31$32,930
Liabilities. Value of operating payables at beginning of year2018-12-31$6,625
Total non interest bearing cash at end of year2018-12-31$217,418
Total non interest bearing cash at beginning of year2018-12-31$131,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,101,865
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,420,859
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,318,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$18,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$863,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$701,991
Interest earned on other investments2018-12-31$23,417
Income. Interest from US Government securities2018-12-31$112,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$149,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$142,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$142,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$307
Asset value of US Government securities at end of year2018-12-31$2,690,284
Asset value of US Government securities at beginning of year2018-12-31$1,815,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-62,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,261,542
Contract administrator fees2018-12-31$14,036
Liabilities. Value of benefit claims payable at end of year2018-12-31$28,135
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$17,895
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$871,000
Aggregate carrying amount (costs) on sale of assets2018-12-31$872,812
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BROWN EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2018-12-31540504608
2017 : ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-62,358
Total unrealized appreciation/depreciation of assets2017-12-31$-62,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,625
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$117,950
Total income from all sources (including contributions)2017-12-31$3,036,058
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,329,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,247,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,000,000
Value of total assets at end of year2017-12-31$4,343,514
Value of total assets at beginning of year2017-12-31$2,748,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$81,950
Total interest from all sources2017-12-31$63,611
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$15,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$15,301
Administrative expenses professional fees incurred2017-12-31$16,784
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,550,878
Other income not declared elsewhere2017-12-31$10,089
Administrative expenses (other) incurred2017-12-31$5,984
Liabilities. Value of operating payables at end of year2017-12-31$6,625
Liabilities. Value of operating payables at beginning of year2017-12-31$117,950
Total non interest bearing cash at end of year2017-12-31$131,925
Total non interest bearing cash at beginning of year2017-12-31$747,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,706,540
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,336,889
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,630,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$8,461
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$701,991
Interest earned on other investments2017-12-31$7,045
Income. Interest from US Government securities2017-12-31$47,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$142,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,000,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,000,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$9,039
Asset value of US Government securities at end of year2017-12-31$1,815,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,247,568
Contract administrator fees2017-12-31$50,721
Liabilities. Value of benefit claims payable at end of year2017-12-31$17,895
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BROWN EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2017-12-31540504608
2016 : ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$117,950
Total income from all sources2016-12-31$3,000,809
Expenses. Total of all expenses incurred2016-12-31$252,511
Benefits paid (including direct rollovers)2016-12-31$129,998
Total plan assets at end of year2016-12-31$2,748,298
Total plan assets at beginning of year2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$32,154
Other income received2016-12-31$809
Net income (gross income less expenses)2016-12-31$2,748,298
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,748,298
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$3,000,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$90,359

Form 5500 Responses for ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN

2023: ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01First time form 5500 has been submittedYes
2016-10-01Submission has been amendedYes
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1