United Mine Workers Of America Combined Benefit Fund — Form 5500 plan (Board Of Trustees, Umwa Combined Benefit Fund)
Plain-English plan 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, United Mine Workers Of America Combined Benefit Fund is a benefit plan reported by Board Of Trustees, Umwa Combined Benefit Fund under EIN 52-1805433 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,982 participants and $79,641,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Umwa Combined Benefit Fund
- EIN
- 52-1805433
- Plan number
- 501
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 2,982
- End-of-year plan assets
- $79,641,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,982 | H, C | 20250714154125NAL0000798467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,641,673
- Total liabilities (EOY)
- $53,721,833
- Net assets (EOY)
- $25,919,840
- Net assets (BOY)
- $20,634,662
Income & contributions
- Employer contributions
- $4,707,900
- Participant contributions
- $12,090
- Total contributions
- $33,887,820
- Total income / additions
- $39,173,000
Expenses & distributions
- Benefits paid
- $29,738,872
- Administrative expenses
- $4,148,950
- Total expenses
- $33,887,822
- Net increase / (decrease)
- $5,285,178
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Keystone Peer Review Organization | NONE | $1,397,554 | not reported in the loaded dataset | 2023 |
| Health Smart Benefit Solutions | NONE | $1,375,394 | not reported in the loaded dataset | 2023 |
| Trustee Staff | UMWA FUND EMPLOYEES | $297,115 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown | NONE | $197,062 | not reported in the loaded dataset | 2023 |
| 1974 Pension Trust | EMPLOYER | $168,236 | not reported in the loaded dataset | 2023 |
| Price Waterhouse Cooper | NONE | $51,419 | not reported in the loaded dataset | 2023 |
| Ccrc Actuaries, LLC | NONE | $47,593 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius Llp | NONE | $46,359 | not reported in the loaded dataset | 2023 |
| Powers, Pyles, Sutter & Verville | NONE | $44,900 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | NONE | $33,449 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information | NONE | $31,045 | not reported in the loaded dataset | 2023 |
| Arthur Diamond, Inc | NONE | $29,795 | not reported in the loaded dataset | 2023 |
| Marsh Usa | NONE | $28,931 | not reported in the loaded dataset | 2023 |
| Verizon | NONE | $23,930 | not reported in the loaded dataset | 2023 |
| Interim Healthcare Of Se Ohio, Inc | NONE | $21,386 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $20,252 | not reported in the loaded dataset | 2023 |
| Big Sandy Area Development | NONE | $19,577 | not reported in the loaded dataset | 2023 |
| Microsoft Corporation | NONE | $19,204 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Insight Direct Usa | NONE | $14,440 | not reported in the loaded dataset | 2023 |
| Jones, Nancy C. | NONE | $11,682 | not reported in the loaded dataset | 2023 |
| Milliman Inc | NONE | $6,979 | not reported in the loaded dataset | 2023 |
| Chubb & Son | NONE | $6,689 | not reported in the loaded dataset | 2023 |
| Community Nursing Service | NONE | $6,412 | not reported in the loaded dataset | 2023 |
| Stover, Dale R | NONE | $5,887 | not reported in the loaded dataset | 2023 |
| Rapid7 LLC | NONE | $5,550 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Umwa Combined Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Keystone Peer Review Organization — Schedule C compensation
- Health Smart Benefit Solutions — Schedule C compensation
- Trustee Staff — Schedule C compensation
- Withumsmith+Brown — Schedule C compensation
- 1974 Pension Trust — Schedule C compensation
- Price Waterhouse Cooper — Schedule C compensation
- Ccrc Actuaries, LLC — Schedule C compensation
- Morgan, Lewis & Bockius Llp — Schedule C compensation
- Powers, Pyles, Sutter & Verville — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Pension Benefit Information — Schedule C compensation
- Arthur Diamond, Inc — Schedule C compensation
- Marsh Usa — Schedule C compensation
- Verizon — Schedule C compensation
- Interim Healthcare Of Se Ohio, Inc — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Big Sandy Area Development — Schedule C compensation
- Microsoft Corporation — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Insight Direct Usa — Schedule C compensation
- Jones, Nancy C. — Schedule C compensation
- Milliman Inc — Schedule C compensation
- Chubb & Son — Schedule C compensation
- Community Nursing Service — Schedule C compensation
- Stover, Dale R — Schedule C compensation
- Rapid7 LLC — Schedule C compensation