International Union, United Mine Workers Of America Pension Plan — Form 5500 plan (International Union, United Mine Workers Of America)
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, International Union, United Mine Workers Of America Pension Plan is a benefit plan reported by International Union, United Mine Workers Of America under EIN 53-0159200 and plan number 001. The latest loaded filing year is 2023. The filing reports 597 participants and $84,913,667 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Union, United Mine Workers Of America
- EIN
- 53-0159200
- Plan number
- 001
- Plan type
- 1
- Location
- Triangle, VA
- Latest filing year
- 2023
- Participants
- 597
- End-of-year plan assets
- $84,913,667
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 597 | H, C | 20241014133632NAL0015014003003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,913,667
- Total liabilities (EOY)
- $39,421
- Net assets (EOY)
- $84,874,246
- Net assets (BOY)
- $82,224,525
Income & contributions
- Employer contributions
- $3,600,000
- Total contributions
- $3,600,000
- Total income / additions
- $11,383,960
Expenses & distributions
- Benefits paid
- $8,303,495
- Administrative expenses
- $430,744
- Total expenses
- $8,734,239
- Net increase / (decrease)
- $2,649,721
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Marco Advisors | NONE | $111,446 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | NONE | $50,408 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Benesys | NONE | $21,760 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Union, United Mine Workers Of America
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Triangle, VA
- Segal Marco Advisors — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Benesys — Schedule C compensation