2023 Form 5500 filing — United Mine Workers Of America And Anthracite Oper Ators Cash Or Deferred Savings Plan Of 1990
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240926070352NAL0000609584001) for United Mine Workers Of America And Anthracite Oper Ators Cash Or Deferred Savings Plan Of 1990, reported by United Mine Workers Of America under EIN 23-1707065 and plan number 001. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926070352NAL0000609584001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Mine Workers Of America
- EIN
- 23-1707065
- Plan number
- 001
- Location
- Pottsville, PA
- Participants
- 301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,982,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,982,539
- Employer contributions
- $999,211
- Participant contributions
- $716,883
- Total income / additions
- $4,573,178
- Benefits paid
- $903,146
- Administrative expenses
- $72,278
- Total expenses
- $975,424
- Net increase / (decrease)
- $3,597,754
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fulton Financial Advisors | NONE | $86,322 | $0 |
| Baker Tilly Virchow, Llp | NONE | $0 | not reported in the loaded dataset |