United Mine Workers Of America 1974 Pension Trust Employees' 401k Plan — Form 5500 plan (United Mine Workers Of America 1974 Pension Trust)

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 1974 Pension Trust Employees' 401k Plan is a benefit plan reported by United Mine Workers Of America 1974 Pension Trust under EIN 52-6150908 and plan number 003. The latest loaded filing year is 2023. The filing reports 208 participants and $57,799,330 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Mine Workers Of America 1974 Pension Trust
EIN
52-6150908
Plan number
003
Plan type
3
Location
Washington, DC
Latest filing year
2023
Participants
208
End-of-year plan assets
$57,799,330

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023208H20241014075029NAL0025676097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,799,330
Total liabilities (EOY)
$0
Net assets (EOY)
$57,799,330
Net assets (BOY)
$51,845,793

Income & contributions

Employer contributions
$464,031
Participant contributions
$1,581,967
Total contributions
$2,083,246
Total income / additions
$10,532,487

Expenses & distributions

Benefits paid
$4,578,950
Administrative expenses
$0
Total expenses
$4,578,950
Net increase / (decrease)
$5,953,537

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages