2023 Form 5500 filing — United Mine Workers Of America 1985 Construction Workers 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 20250319103233NAL0003460499001) for United Mine Workers Of America 1985 Construction Workers Pension Plan, reported by Board Of Trustees Of The Umwa 1985 Construction Workers under EIN 52-6283006 and plan number 001. It reports 2,387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319103233NAL0003460499001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Umwa 1985 Construction Workers
- EIN
- 52-6283006
- Plan number
- 001
- Location
- Wheeling, WV
- Participants
- 2,387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $447,078,317
- Total liabilities (EOY)
- $668,333
- Net assets (EOY)
- $446,409,984
- Total income / additions
- $37,442,617
- Benefits paid
- $19,960,258
- Administrative expenses
- $2,312,326
- Total expenses
- $22,272,584
- Net increase / (decrease)
- $15,170,033
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Columbia Threadneedle Investments | NONE | $160,777 | $134,431 |
| American Realty Advisors | NONE | $243,565 | not reported in the loaded dataset |
| The Health Plan | NONE | $214,200 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $209,375 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $191,771 | not reported in the loaded dataset |
| Pimco | NONE | $182,321 | $0 |
| Slevin & Hart Pc | NONE | $129,059 | not reported in the loaded dataset |
| Systematic Financial Management Lp | NONE | $123,036 | $763 |
| Riverbridge Partners | NONE | $115,606 | $0 |
| Northern Trust Company | NONE | $97,357 | $0 |
| Loomis Sayles | NONE | $76,842 | not reported in the loaded dataset |
| Wellington Capital Management | NONE | $68,029 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $54,000 | not reported in the loaded dataset |
| Cheiron | NONE | $46,705 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $43,071 | $0 |
| Centurion Insurance | NONE | $35,929 | $0 |
| Donald Barnett | TRUSTEE | $35,000 | not reported in the loaded dataset |
| William Howe | TRUSTEE | $35,000 | not reported in the loaded dataset |
| Fred Marx | TRUSTEE | $35,000 | not reported in the loaded dataset |