United Coal Company LLC 401(K) Savings Plan — Form 5500 plan (United Coal Company, LLC)
Plain-English plan 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, United Coal Company LLC 401(K) Savings Plan is a benefit plan reported by United Coal Company, LLC under EIN 20-1061321 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,240 participants and $51,242,979 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Coal Company, LLC
- EIN
- 20-1061321
- Plan number
- 001
- Plan type
- 2
- Location
- Johnson City, TN
- Latest filing year
- 2023
- Participants
- 1,240
- End-of-year plan assets
- $51,242,979
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,240 | H, C | 20241015111751NAL0016215059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,242,979
- Total liabilities (EOY)
- $17,139
- Net assets (EOY)
- $51,225,840
- Net assets (BOY)
- $47,098,268
Income & contributions
- Employer contributions
- $3,258,533
- Participant contributions
- $4,834,944
- Total contributions
- $8,257,425
- Total income / additions
- $15,738,858
Expenses & distributions
- Benefits paid
- $11,350,248
- Administrative expenses
- $261,038
- Total expenses
- $11,611,286
- Net increase / (decrease)
- $4,127,572
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dunbar Bender & Zapf Inc. | TPA | $69,789 | $0 | 2023 |
| Wells Fargo Advisors LLC | RIA | $48,835 | $0 | 2023 |
| John Hancock Life Insurance Co. | RECORDKEEPER | $46,111 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Coal Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Johnson City, TN
- Dunbar Bender & Zapf Inc. — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- John Hancock Life Insurance Co. — Schedule C compensation