2023 Form 5500 filing — United Coal Company LLC 401(K) Savings 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 20241015111751NAL0016215059001) for United Coal Company LLC 401(K) Savings Plan, reported by United Coal Company, LLC under EIN 20-1061321 and plan number 001. It reports 1,240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111751NAL0016215059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Coal Company, LLC
- EIN
- 20-1061321
- Plan number
- 001
- Location
- Johnson City, TN
- Participants
- 1,240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,242,979
- Total liabilities (EOY)
- $17,139
- Net assets (EOY)
- $51,225,840
- Employer contributions
- $3,258,533
- Participant contributions
- $4,834,944
- Total income / additions
- $15,738,858
- Benefits paid
- $11,350,248
- Administrative expenses
- $261,038
- Total expenses
- $11,611,286
- Net increase / (decrease)
- $4,127,572
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dunbar Bender & Zapf Inc. | TPA | $69,789 | $0 |
| Wells Fargo Advisors LLC | RIA | $48,835 | $0 |
| John Hancock Life Insurance Co. | RECORDKEEPER | $46,111 | $0 |