2023 Form 5500 filing — Usibelli Coal Mine, Inc. 401(K) Plan Ii
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 20241014203820NAL0013829107001) for Usibelli Coal Mine, Inc. 401(K) Plan Ii, reported by Usibelli Coal Mine, Inc. under EIN 92-0014216 and plan number 003. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014203820NAL0013829107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Usibelli Coal Mine, Inc.
- EIN
- 92-0014216
- Plan number
- 003
- Location
- Healy, AK
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,685,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,685,593
- Employer contributions
- $375,668
- Participant contributions
- $776,725
- Total income / additions
- $5,103,279
- Benefits paid
- $466,486
- Administrative expenses
- $49,844
- Total expenses
- $516,330
- Net increase / (decrease)
- $4,586,949
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $20,702 | not reported in the loaded dataset |
| Lee Cpa Audit Group | NONE | $12,000 | not reported in the loaded dataset |
| Pacific Portfolio Consulting | NONE | $11,236 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $5,906 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |