United Mine Workers Of America Cash Deferred Savings Plan Of 1988 — Form 5500 plan (Board Of Trustees - Umwa Cash Deferred Savings Plan Of 1988)
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 Cash Deferred Savings Plan Of 1988 is a benefit plan reported by Board Of Trustees - Umwa Cash Deferred Savings Plan Of 1988 under EIN 52-6377947 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,021 participants and $215,546,357 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Umwa Cash Deferred Savings Plan Of 1988
- EIN
- 52-6377947
- Plan number
- 003
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 5,021
- End-of-year plan assets
- $215,546,357
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,021 | H, C | 20241015090111NAL0048579392001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $215,546,357
- Total liabilities (EOY)
- $961,839
- Net assets (EOY)
- $214,584,518
- Net assets (BOY)
- $189,354,152
Income & contributions
- Employer contributions
- $12,112,418
- Participant contributions
- $3,556,458
- Total contributions
- $15,668,876
- Total income / additions
- $45,421,383
Expenses & distributions
- Benefits paid
- $19,823,816
- Administrative expenses
- $367,201
- Total expenses
- $20,191,017
- Net increase / (decrease)
- $25,230,366
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Ret Ins & Annuity Co | NONE | $201,582 | $0 | 2023 |
| 1974 Pension Trust | EMPLOYER | $81,966 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown | NONE | $35,540 | not reported in the loaded dataset | 2023 |
| Marsh Usa, Inc | NONE | $32,229 | not reported in the loaded dataset | 2023 |
| Michael Keaton | NONE | $12,618 | not reported in the loaded dataset | 2023 |
| Kelly Press Inc | NONE | $12,034 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Umwa Cash Deferred Savings Plan Of 1988
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Prudential Ret Ins & Annuity Co — Schedule C compensation
- 1974 Pension Trust — Schedule C compensation
- Withumsmith+Brown — Schedule C compensation
- Marsh Usa, Inc — Schedule C compensation
- Michael Keaton — Schedule C compensation
- Kelly Press Inc — Schedule C compensation