2023 Form 5500 filing — International Union, United Mine Workers Of America Pension 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 20241014133632NAL0015014003003) for International Union, United Mine Workers Of America Pension Plan, reported by International Union, United Mine Workers Of America under EIN 53-0159200 and plan number 001. It reports 597 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133632NAL0015014003003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Union, United Mine Workers Of America
- EIN
- 53-0159200
- Plan number
- 001
- Location
- Triangle, VA
- Participants
- 597
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,913,667
- Total liabilities (EOY)
- $39,421
- Net assets (EOY)
- $84,874,246
- Employer contributions
- $3,600,000
- Total income / additions
- $11,383,960
- Benefits paid
- $8,303,495
- Administrative expenses
- $430,744
- Total expenses
- $8,734,239
- Net increase / (decrease)
- $2,649,721
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Marco Advisors | NONE | $111,446 | not reported in the loaded dataset |
| Horizon Actuarial Services LLC | NONE | $50,408 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $26,000 | not reported in the loaded dataset |
| Benesys | NONE | $21,760 | not reported in the loaded dataset |