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Original filing (PDF)20251013164840NAL0002417792001
CORE NATURAL RESOURCES, INC.
Form 5500
FILING_RECEIVED
THE CONSOL ENERGY INC. EMPLOYEE RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
33% in single holdingNo recordkeeper disclosed6 service providers
Active participants
854
Accounts w/ balance
—
Plan assets (EOY)
$511.5M
Net assets (EOY)
$511.1M
How this plan invests
This plan
10 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
83
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "Mercer Funds Mercer Active Long Corporate Fixed Income Fund 201,414,835 / 11,385,137" is 33% of plan.
- 28 bps in Schedule C fees — 367% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORE NATURAL RESOURCES, INC..
Plan sponsor
Name
CORE NATURAL RESOURCES, INC.
EIN
82-1954058
Address
275 TECHNOLOGY DR STE 101 · CANONSBURG, PA · 153179565
Phone
(724) 416-8306
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Name
RETIREMENT COMMITTEE
EIN
82-1954058
City
CANONSBURG, PA
Phone
(724) 416-8306
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT | 30-0282430 | — | NONE | $1.1M | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $186K | — |
| TELUS HEALTH | — | ATLANTA, GA | NONE | $57K | — |
| BILKEYKATZ INVESTMENT CONSULTANTS | — | PITTSBURGH, PA | NONE | $20K | — |
| MERCER | 13-3036745 | — | AFFILIATE OF INV. MANAGER | $16K | — |
| DARWILL, INC. | 36-2516066 | — | NONE | $10K | — |
Investments
3 direct securities · 10 pooled funds· $553.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$511.4M
10 holdings
Uncategorized
$42.4M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MERCER ACTIVE LONG CORPORATE FI MERCER TRUST COMPANY · EIN 45-6178743 / PN 004 | Common Collective Trust | — | $11.4M | $199.6M | 39.0% | |
| MERCER ACTIVE INTER CREDIT FI MERCER TRUST COMPANY · EIN 85-2621954 / PN 048 | Common Collective Trust | — | $10.5M | $107.9M | 21.1% | |
| MERCER CORE PASSIVE FIXED INCOME MERCER TRUST COMPANY · EIN 03-0566612 / PN 007 | Common Collective Trust | — | $4.9M | $87.3M | 17.1% | |
| MERCER PASSIVE LONG GOVERNMENT FI MERCER TRUST COMPANY · EIN 51-0560117 / PN 010 | Common Collective Trust | — | $3.5M | $65.1M | 12.7% | |
| Northern Trust NTGI Coltv. Govt. Short Term Investment Fund 33 | — | — | — | $42.3M | 8.3% | |
| MERCER US LARGE CAP CORE PASSIVE MERCER TRUST COMPANY · EIN 03-0566613 / PN 005 | Common Collective Trust | — | $349K | $24.4M | 4.8% | |
| MERCER NON-US CORE EQUITY MERCER TRUST COMPANY · EIN 03-0566617 / PN 009 | Common Collective Trust | — | $404K | $11.0M | 2.1% | |
| MERCER OPPORTUNISTIC FIXED INCOME MERCER TRUST COMPANY · EIN 36-7630030 / PN 020 | Common Collective Trust | — | $436K | $5.3M | 1.0% | |
| MERCER EMERGING MARKETS EQUITY MERCER TRUST COMPANY · EIN 32-6219484 / PN 017 | Common Collective Trust | — | $409K | $4.9M | 1.0% | |
| MERCER US SMALL/MID CAP EQUITY FUND MERCER TRUST COMPANY · EIN 03-0566611 / PN 003 | Common Collective Trust | — | $80K | $3.9M | 0.8% | |
| MERCER GLOBAL LOW VOLATILITY EQUITY MERCER TRUST COMPANY · EIN 35-7004395 / PN 018 | Common Collective Trust | — | $64K | $1.9M | 0.4% | |
| Money Market Fund * Northern Trust NTGI Coltv. Govt. Short Term Investment Fund 100,004 / 100,004 | — | — | $100K | $100K | <0.1% | |
| This schedule is prepared using the alternative way of reporting (iii) series transactions under DOL Regulation 2520.103- | — | — | — | $3K | <0.1% |