2023 Form 5500 filing — United Mine Workers Of America Prefunded Benefit Plan
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 20241011141705NAL0037172512001) for United Mine Workers Of America Prefunded Benefit Plan, reported by Board Of Trustees, Umwa Prefunded Benefit Plan under EIN 26-1508254 and plan number 501. It reports 457 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011141705NAL0037172512001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Umwa Prefunded Benefit Plan
- EIN
- 26-1508254
- Plan number
- 501
- Location
- Washington, DC
- Participants
- 457
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,694,566
- Total liabilities (EOY)
- $1,396,740
- Net assets (EOY)
- $141,297,826
- Total income / additions
- $10,932,691
- Benefits paid
- $5,788,482
- Administrative expenses
- $877,201
- Total expenses
- $6,665,683
- Net increase / (decrease)
- $4,267,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Smart Benefit Solutions | NONE | $175,921 | $24,722 |
| Keystone Peer Review Organization | NONE | $111,704 | not reported in the loaded dataset |
| Pimco | NONE | $86,926 | $0 |
| Loomis Sayles Trust Company | NONE | $71,237 | not reported in the loaded dataset |
| Withumsmith+Brown | NONE | $44,638 | not reported in the loaded dataset |
| 1974 Pension Trust | EMPLOYER | $31,813 | not reported in the loaded dataset |
| Blackrock Inst Trust Co. Fka Bgi | NONE | $22,897 | not reported in the loaded dataset |
| Income Research Management | NONE | $18,510 | $0 |
| Acentra | NONE | $14,529 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $12,272 | $0 |
| Bloomberg Finance, L.P. | NONE | $11,091 | not reported in the loaded dataset |
| United Actuarial Service | NONE | $11,000 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $9,318 | $0 |
| Ccrc Actuaries, LLC | NONE | $9,157 | not reported in the loaded dataset |
| Marsh Usa, Inc | NONE | $7,943 | not reported in the loaded dataset |
| Verizon | NONE | $5,472 | not reported in the loaded dataset |
| Arthur Diamond, Inc | NONE | $5,159 | not reported in the loaded dataset |
| Microsoft Corporation | NONE | $5,154 | not reported in the loaded dataset |
| Interim Healthcare Of Se Ohio, Inc | NONE | $5,096 | not reported in the loaded dataset |