2023 Form 5500 filing — United Mine Workers Of America Cash Deferred Savings Plan Of 1988
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 20241015090111NAL0048579392001) for United Mine Workers Of America Cash Deferred Savings Plan Of 1988, reported by Board Of Trustees - Umwa Cash Deferred Savings Plan Of 1988 under EIN 52-6377947 and plan number 003. It reports 5,021 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090111NAL0048579392001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Umwa Cash Deferred Savings Plan Of 1988
- EIN
- 52-6377947
- Plan number
- 003
- Location
- Washington, DC
- Participants
- 5,021
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $215,546,357
- Total liabilities (EOY)
- $961,839
- Net assets (EOY)
- $214,584,518
- Employer contributions
- $12,112,418
- Participant contributions
- $3,556,458
- Total income / additions
- $45,421,383
- Benefits paid
- $19,823,816
- Administrative expenses
- $367,201
- Total expenses
- $20,191,017
- Net increase / (decrease)
- $25,230,366
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Ret Ins & Annuity Co | NONE | $201,582 | $0 |
| 1974 Pension Trust | EMPLOYER | $81,966 | not reported in the loaded dataset |
| Withumsmith+Brown | NONE | $35,540 | not reported in the loaded dataset |
| Marsh Usa, Inc | NONE | $32,229 | not reported in the loaded dataset |
| Michael Keaton | NONE | $12,618 | not reported in the loaded dataset |
| Kelly Press Inc | NONE | $12,034 | not reported in the loaded dataset |