2023 Form 5500 filing — United Mine Workers Of America Combined Benefit Fund
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 20250714154125NAL0000798467001) for United Mine Workers Of America Combined Benefit Fund, reported by Board Of Trustees, Umwa Combined Benefit Fund under EIN 52-1805433 and plan number 501. It reports 2,982 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714154125NAL0000798467001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Umwa Combined Benefit Fund
- EIN
- 52-1805433
- Plan number
- 501
- Location
- Washington, DC
- Participants
- 2,982
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,641,673
- Total liabilities (EOY)
- $53,721,833
- Net assets (EOY)
- $25,919,840
- Employer contributions
- $4,707,900
- Participant contributions
- $12,090
- Total income / additions
- $39,173,000
- Benefits paid
- $29,738,872
- Administrative expenses
- $4,148,950
- Total expenses
- $33,887,822
- Net increase / (decrease)
- $5,285,178
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Keystone Peer Review Organization | NONE | $1,397,554 | not reported in the loaded dataset |
| Health Smart Benefit Solutions | NONE | $1,375,394 | not reported in the loaded dataset |
| Trustee Staff | UMWA FUND EMPLOYEES | $297,115 | not reported in the loaded dataset |
| Withumsmith+Brown | NONE | $197,062 | not reported in the loaded dataset |
| 1974 Pension Trust | EMPLOYER | $168,236 | not reported in the loaded dataset |
| Price Waterhouse Cooper | NONE | $51,419 | not reported in the loaded dataset |
| Ccrc Actuaries, LLC | NONE | $47,593 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius Llp | NONE | $46,359 | not reported in the loaded dataset |
| Powers, Pyles, Sutter & Verville | NONE | $44,900 | not reported in the loaded dataset |
| Bdo Usa, P.C. | NONE | $33,449 | not reported in the loaded dataset |
| Pension Benefit Information | NONE | $31,045 | not reported in the loaded dataset |
| Arthur Diamond, Inc | NONE | $29,795 | not reported in the loaded dataset |
| Marsh Usa | NONE | $28,931 | not reported in the loaded dataset |
| Verizon | NONE | $23,930 | not reported in the loaded dataset |
| Interim Healthcare Of Se Ohio, Inc | NONE | $21,386 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $20,252 | not reported in the loaded dataset |
| Big Sandy Area Development | NONE | $19,577 | not reported in the loaded dataset |
| Microsoft Corporation | NONE | $19,204 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $18,000 | not reported in the loaded dataset |
| Insight Direct Usa | NONE | $14,440 | not reported in the loaded dataset |
| Jones, Nancy C. | NONE | $11,682 | not reported in the loaded dataset |
| Milliman Inc | NONE | $6,979 | not reported in the loaded dataset |
| Chubb & Son | NONE | $6,689 | not reported in the loaded dataset |
| Community Nursing Service | NONE | $6,412 | not reported in the loaded dataset |
| Stover, Dale R | NONE | $5,887 | not reported in the loaded dataset |
| Rapid7 LLC | NONE | $5,550 | not reported in the loaded dataset |