2023 Form 5500 filing — United Mine Workers Of America 1974 Pension Trust Employees' Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014121410NAL0044444336001) for United Mine Workers Of America 1974 Pension Trust Employees' Pension Plan, reported by United Mine Workers Of America 1974 Pension Trust under EIN 52-6150908 and plan number 001. It reports 482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014121410NAL0044444336001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- United Mine Workers Of America 1974 Pension Trust
- EIN
- 52-6150908
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 482
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,049,538
- Total liabilities (EOY)
- $15,468
- Net assets (EOY)
- $56,034,070
- Employer contributions
- $3,372,095
- Total income / additions
- $8,691,410
- Benefits paid
- $4,699,602
- Administrative expenses
- $21,361
- Total expenses
- $4,720,963
- Net increase / (decrease)
- $3,970,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Corecommodity Management, LLC | NONE | $0 | $18,454 |
| Blackrock Inst Trust Co Fka Bgi | NONE | $9,582 | $5,322 |
| State Street Global Advisors | NONE | $6,829 | $0 |