2023 Form 5500 filing — Freeman United Coal Mining Company Benefit Plan For Umwa Represented Employees
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 20241008150117NAL0017845201001) for Freeman United Coal Mining Company Benefit Plan For Umwa Represented Employees, reported by General Dynamics Corporation under EIN 13-1673581 and plan number 586. It reports 327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008150117NAL0017845201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- General Dynamics Corporation
- EIN
- 13-1673581
- Plan number
- 586
- Location
- Reston, VA
- Participants
- 327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,539,794
- Total liabilities (EOY)
- $715,445
- Net assets (EOY)
- $86,824,349
- Total income / additions
- $7,212,814
- Benefits paid
- $1,886,589
- Administrative expenses
- $391,857
- Total expenses
- $2,278,446
- Net increase / (decrease)
- $4,934,368
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackrock Financial Management Inc | INVESTMENT MGMT AND ADVI | $97,606 | not reported in the loaded dataset |
| Anthem Health Plans Of Virginia Inc | THIRD-PARTY ADMINISTRATO | $85,940 | not reported in the loaded dataset |
| Kpmg Llp | PLAN AUDITOR | $73,000 | not reported in the loaded dataset |
| Express Scripts, Inc. | PHARMACY BENEFIT MANAGER | $71,052 | not reported in the loaded dataset |
| The Northern Trust Company | TRUSTEE, INV. ADV. & MGR | $37,121 | $0 |
| Crowe Llp | FINANCIAL STATEMENT PREP | $11,513 | not reported in the loaded dataset |
| Ey | TAX FORM PREPARER | $6,304 | not reported in the loaded dataset |
| Aon Consulting, Inc. | FORM 5500 PREPARER | $5,800 | not reported in the loaded dataset |