United Mine Workers Of America 1974 Pension Trust Employees' 401k 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' 401k Plan is a benefit plan reported by United Mine Workers Of America 1974 Pension Trust under EIN 52-6150908 and plan number 003. The latest loaded filing year is 2023. The filing reports 208 participants and $57,799,330 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$57.8MPlan net assets, end of year$57,799,330
Participants208Covered participants reported
Assets / participant$277.9KComputed: assets ÷ participants$277,881 (computed)
Provider compensationNone reported
- Plan sponsor
- United Mine Workers Of America 1974 Pension Trust
- EIN
- 52-6150908
- Plan number
- 003
- Plan type
- 3
- Location
- Washington, DC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H | 20241014075029NAL0025676097001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$57.8M total assets
Net assets$57.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $57,799,330
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,799,330
- Net assets (BOY)
- $51,845,793
Income & contributions
- Employer contributions
- $464,031
- Participant contributions
- $1,581,967
- Total contributions
- $2,083,246
- Total income / additions
- $10,532,487
Expenses & distributions
- Benefits paid
- $4,578,950
- Administrative expenses
- $0
- Total expenses
- $4,578,950
- Net increase / (decrease)
- $5,953,537
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.