2023 Form 5500 filing — United Mine Workers Of America 1974 Pension Trust Employees' 401k 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 20241014075029NAL0025676097001) for United Mine Workers Of America 1974 Pension Trust Employees' 401k Plan, reported by United Mine Workers Of America 1974 Pension Trust under EIN 52-6150908 and plan number 003. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$57.8MReported net assets$57,799,330
Participants208
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014075029NAL0025676097001
Plan sponsor
United Mine Workers Of America 1974 Pension Trust
EIN
52-6150908
Plan number
003
Location
Washington, DC
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$57.8M total assets
Net assets$57.8MLiabilities$0
Money in vs. money out
Total income / additions$10.5M
Total expenses$4.6M
Benefits paid / distributions$4.6M
Contributions
Employer$464K
Participant$1.6M
Full reported line items
Total assets (EOY)
$57,799,330
Total liabilities (EOY)
$0
Net assets (EOY)
$57,799,330
Employer contributions
$464,031
Participant contributions
$1,581,967
Total income / additions
$10,532,487
Benefits paid
$4,578,950
Administrative expenses
$0
Total expenses
$4,578,950
Net increase / (decrease)
$5,953,537

Related Form 5500 pages