The Combined Defined Benefit Plan For Nacco Industries, Inc. And Its Subsidiaries — Form 5500 plan (Nacco Natural Resources Corporation)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Combined Defined Benefit Plan For Nacco Industries, Inc. And Its Subsidiaries is a benefit plan reported by Nacco Natural Resources Corporation under EIN 34-1554846 and plan number 005. The latest loaded filing year is 2023. The filing reports 206 participants and $30,127,715 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nacco Natural Resources Corporation
EIN
34-1554846
Plan number
005
Plan type
2
Location
Plano, TX
Latest filing year
2023
Participants
206
End-of-year plan assets
$30,127,715

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023206H, C20241015103727NAL0028084417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,127,715
Total liabilities (EOY)
$246,500
Net assets (EOY)
$29,881,215
Net assets (BOY)
$34,483,111

Income & contributions

Total contributions
$0
Total income / additions
$2,793,305

Expenses & distributions

Benefits paid
$6,808,634
Administrative expenses
$586,567
Total expenses
$7,395,201
Net increase / (decrease)
-$4,601,896

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers WatsonNONE$421,201not reported in the loaded dataset2023
Crowe LlpNONE$31,773not reported in the loaded dataset2023
Vanguard Group, Inc.NONE$27,318$02023

Related Form 5500 pages