United Mine Workers Of America 1974 Pension Trust Employees' Pension Plan — Form 5500 plan (United Mine Workers Of America 1974 Pension Trust)
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 1974 Pension Trust Employees' Pension Plan is a benefit plan reported by United Mine Workers Of America 1974 Pension Trust under EIN 52-6150908 and plan number 001. The latest loaded filing year is 2023. The filing reports 482 participants and $56,049,538 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Mine Workers Of America 1974 Pension Trust
- EIN
- 52-6150908
- Plan number
- 001
- Plan type
- 3
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 482
- End-of-year plan assets
- $56,049,538
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 482 | H, C | 20241014121410NAL0044444336001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,049,538
- Total liabilities (EOY)
- $15,468
- Net assets (EOY)
- $56,034,070
- Net assets (BOY)
- $52,063,623
Income & contributions
- Employer contributions
- $3,372,095
- Total contributions
- $3,372,095
- Total income / additions
- $8,691,410
Expenses & distributions
- Benefits paid
- $4,699,602
- Administrative expenses
- $21,361
- Total expenses
- $4,720,963
- Net increase / (decrease)
- $3,970,447
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Corecommodity Management, LLC | NONE | $0 | $18,454 | 2023 |
| Blackrock Inst Trust Co Fka Bgi | NONE | $9,582 | $5,322 | 2023 |
| State Street Global Advisors | NONE | $6,829 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Mine Workers Of America 1974 Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Corecommodity Management, LLC — Schedule C compensation
- Blackrock Inst Trust Co Fka Bgi — Schedule C compensation
- State Street Global Advisors — Schedule C compensation