United Mine Workers Of America Prefunded Benefit Plan — Form 5500 plan (Board Of Trustees, Umwa Prefunded Benefit Plan)
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 Mine Workers Of America Prefunded Benefit Plan is a benefit plan reported by Board Of Trustees, Umwa Prefunded Benefit Plan under EIN 26-1508254 and plan number 501. The latest loaded filing year is 2023. The filing reports 457 participants and $142,694,566 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Umwa Prefunded Benefit Plan
- EIN
- 26-1508254
- Plan number
- 501
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 457
- End-of-year plan assets
- $142,694,566
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 457 | H, C | 20241011141705NAL0037172512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,694,566
- Total liabilities (EOY)
- $1,396,740
- Net assets (EOY)
- $141,297,826
- Net assets (BOY)
- $137,030,818
Income & contributions
- Total contributions
- $0
- Total income / additions
- $10,932,691
Expenses & distributions
- Benefits paid
- $5,788,482
- Administrative expenses
- $877,201
- Total expenses
- $6,665,683
- Net increase / (decrease)
- $4,267,008
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Smart Benefit Solutions | NONE | $175,921 | $24,722 | 2023 |
| Keystone Peer Review Organization | NONE | $111,704 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $86,926 | $0 | 2023 |
| Loomis Sayles Trust Company | NONE | $71,237 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown | NONE | $44,638 | not reported in the loaded dataset | 2023 |
| 1974 Pension Trust | EMPLOYER | $31,813 | not reported in the loaded dataset | 2023 |
| Blackrock Inst Trust Co. Fka Bgi | NONE | $22,897 | not reported in the loaded dataset | 2023 |
| Income Research Management | NONE | $18,510 | $0 | 2023 |
| Acentra | NONE | $14,529 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $12,272 | $0 | 2023 |
| Bloomberg Finance, L.P. | NONE | $11,091 | not reported in the loaded dataset | 2023 |
| United Actuarial Service | NONE | $11,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $9,318 | $0 | 2023 |
| Ccrc Actuaries, LLC | NONE | $9,157 | not reported in the loaded dataset | 2023 |
| Marsh Usa, Inc | NONE | $7,943 | not reported in the loaded dataset | 2023 |
| Verizon | NONE | $5,472 | not reported in the loaded dataset | 2023 |
| Arthur Diamond, Inc | NONE | $5,159 | not reported in the loaded dataset | 2023 |
| Microsoft Corporation | NONE | $5,154 | not reported in the loaded dataset | 2023 |
| Interim Healthcare Of Se Ohio, Inc | NONE | $5,096 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Umwa Prefunded Benefit Plan
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Health Smart Benefit Solutions — Schedule C compensation
- Keystone Peer Review Organization — Schedule C compensation
- Pimco — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Withumsmith+Brown — Schedule C compensation
- 1974 Pension Trust — Schedule C compensation
- Blackrock Inst Trust Co. Fka Bgi — Schedule C compensation
- Income Research Management — Schedule C compensation
- Acentra — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Bloomberg Finance, L.P. — Schedule C compensation
- United Actuarial Service — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Ccrc Actuaries, LLC — Schedule C compensation
- Marsh Usa, Inc — Schedule C compensation
- Verizon — Schedule C compensation
- Arthur Diamond, Inc — Schedule C compensation
- Microsoft Corporation — Schedule C compensation
- Interim Healthcare Of Se Ohio, Inc — Schedule C compensation