# Board Of Trustees, Umwa-Bcoa Training And Education Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-umwa-bcoa-training-and-education-fund-521599698-501

> Board Of Trustees, Umwa-Bcoa Training And Education Fund's Health & Welfare plan: 86 participants, plan year 2025 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Umwa-Bcoa Training And Education Fund

- **Sponsor EIN:** 521599698

- **Sponsor Address:** 18354 QUANTICO GATEWAY DRIVE, TRIANGLE, VA, 221721779

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 86

- **Total Assets:** $5.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|86|$5.7M|$0|$0|

| 2024|75|$5.8M|$0|$0|

| 2023|64|$6.1M|$0|$0|

| 2022|51|$6.1M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ANN SMITH COMMUNICATIONS|Other Service Provider|$80,689|—|$80,689|

| WITHUMSMITH+BROWN, P.C.|Other Service Provider|$59,000|—|$59,000|

| SUBMITTABLE HOLDINGS, INC.|Other Service Provider|$57,579|—|$57,579|

| CROWELL MORING LLP|Other Service Provider|$45,510|—|$45,510|

| GRASSI ADVISORY GROUP, INC.|Other Service Provider|$37,177|—|$37,177|

| THOMAS MEANS|Custodian / Trustee|$25,262|—|$25,262|

| JERRY JONES|Custodian / Trustee|$22,405|—|$22,405|

| COMPREHENSIVE HEALTHCARE SYSTEMS|Other Service Provider|$21,000|—|$21,000|

| MOONEY, GREEN & SAINDON, P.C.|Other Service Provider|$19,857|—|$19,857|

| PNC BANK|Other Service Provider|$17,958|—|$17,958|

| BROADRIDGE MATRIX TRUST COMPANY|Other Service Provider|$17,277|—|$17,277|

| AON RISK SERVICES|Other Service Provider|$10,671|—|$10,671|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $414,385

- **Estimated Expense Ratio:** 7.254% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$989,878|$20,200|$72,750|$96,410|—|

| 2024|$454,356|$13,523|$68,633|$28,000|—|

| 2023|$276,722|$29,903|$67,000|$34,043|—|

| 2022|$301,484|$28,174|$66,581|—|$47,597|

## Similar Plans

- [The Brink'S Company](https://planprovider.pro/companies/the-brink-s-company-401k-plan) — 8,339 participants

- [Alpha Natural Resources Non-Union Retiree Veba Board](https://planprovider.pro/companies/alpha-natural-resources-non-union-retiree-veba-board-816676371-501) — 1,531 participants

- [Thames Development Ltd C/O Pittston Coal](https://planprovider.pro/companies/thames-development-ltd-c-o-pittston-coal-541289904-510) — 826 participants

- [The Brink'S Company](https://planprovider.pro/companies/the-brink-s-company-plan-003) — 651 participants

- [Classic Coal Sales, INC.](https://planprovider.pro/companies/classic-coal-sales-inc-plan) — 219 participants

- [Dickenson-Russell Contura, LLC](https://planprovider.pro/companies/dickenson-russell-contura-llc-812964113-501) — 69 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-umwa-bcoa-training-and-education-fund-521599698-501)

© 2026 PlanProvider.Pro