Usibelli Coal Mine, Inc. 401(K) Plan Ii — Form 5500 plan (Usibelli Coal Mine, Inc.)
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, Usibelli Coal Mine, Inc. 401(K) Plan Ii is a benefit plan reported by Usibelli Coal Mine, Inc. under EIN 92-0014216 and plan number 003. The latest loaded filing year is 2023. The filing reports 139 participants and $26,685,593 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Usibelli Coal Mine, Inc.
- EIN
- 92-0014216
- Plan number
- 003
- Plan type
- 2
- Location
- Healy, AK
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $26,685,593
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20241014203820NAL0013829107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,685,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,685,593
- Net assets (BOY)
- $22,098,644
Income & contributions
- Employer contributions
- $375,668
- Participant contributions
- $776,725
- Total contributions
- $1,152,393
- Total income / additions
- $5,103,279
Expenses & distributions
- Benefits paid
- $466,486
- Administrative expenses
- $49,844
- Total expenses
- $516,330
- Net increase / (decrease)
- $4,586,949
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | NONE | $20,702 | not reported in the loaded dataset | 2023 |
| Lee Cpa Audit Group | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Pacific Portfolio Consulting | NONE | $11,236 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $5,906 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Usibelli Coal Mine, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AK
- 401(k) and benefit plan filings in Healy, AK
- Milliman — Schedule C compensation
- Lee Cpa Audit Group — Schedule C compensation
- Pacific Portfolio Consulting — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation