Plan Snapshot
- Plan Sponsor: Board Of Trustees, United Mine Work Ers Of America 1992 Benefit Plan
- Sponsor EIN: 521805437
- Sponsor Address: 2121 K STREET, N.W., WASHINGTON, DC, 200371879
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 4,464
- Total Assets: $45.0M
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. |
|---|---|---|---|---|
| 2024 | 4,464 | $45.0M | $3.1M | $0 |
| 2023 | 0 | $53.8M | $8.3M | $0 |
| 2022 | 0 | $73.1M | $5.5M | $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 |
|---|---|---|---|---|
| HEALTH SMART BENEFIT SOLUTIONS | Other Service Provider | $2,203,345 | $156,809 | $2,360,154 |
| KEYSTONE PEER REVIEW ORGANIZATION | Other Service Provider | $2,100,637 | — | $2,100,637 |
| 1974 PENSION TRUST | Other Service Provider | $1,683,872 | — | $1,683,872 |
| MORGAN, LEWIS & BOCKIUS LLP | ERISA Attorney | $785,228 | — | $785,228 |
| WITHUMSMITH+BROWN | Auditor | $173,608 | — | $173,608 |
| TRUSTEE STAFF | Other Service Provider | $140,000 | — | $140,000 |
| MOONEY GREEN SAINDON | Other Service Provider | $87,320 | — | $87,320 |
| CCRC ACTUARIES, LLC | Other Service Provider | $56,010 | — | $56,010 |
| INTERIM HEALTHCARE OF SE OHIO, INC | Other Service Provider | $49,765 | — | $49,765 |
| MARSH USA, INC | Investment Advisor | $44,721 | — | $44,721 |
| BDO USA, P.C. | Auditor | $39,024 | — | $39,024 |
| ARTHUR DIAMOND, INC | Other Service Provider | $34,687 | — | $34,687 |
| BIG SANDY AREA DEVELOPMENT DISTRICT | Other Service Provider | $31,224 | — | $31,224 |
| PRICE WATERHOUSE COOPERS | Other Service Provider | $30,476 | — | $30,476 |
| MICROSOFT CORPORATION | Other Service Provider | $27,017 | — | $27,017 |
| POWERS, PYLES, SUTTER, VERVILLE | Other Service Provider | $24,752 | — | $24,752 |
| INSIGHT DIRECT USA | Other Service Provider | $24,137 | — | $24,137 |
| KELLY PRESS INC | Other Service Provider | $21,029 | — | $21,029 |
| VERIZON | Other Service Provider | $20,680 | — | $20,680 |
| UNITED ACTUARIAL SERVICE | Other Service Provider | $18,000 | — | $18,000 |
| NORTHERN TRUST COMPANY | Other Service Provider | $17,145 | — | $17,145 |
| PENSION BENEFIT INFORMATION | Other Service Provider | $14,453 | — | $14,453 |
| JONES, NANCY C. | Other Service Provider | $13,203 | — | $13,203 |
| COMMUNITY NURSING SERVICES CORP. | Other Service Provider | $10,377 | — | $10,377 |
| SUBROGATION SERVICES, LLC | Other Service Provider | $8,712 | — | $8,712 |
| CHUBB & SON | Other Service Provider | $8,270 | — | $8,270 |
| RELX INC. DBA LEXIS | Other Service Provider | $8,244 | — | $8,244 |
| RESCHINI, JOSEPH | Other Service Provider | $8,000 | — | $8,000 |
| RAPID7 LLC | Other Service Provider | $7,742 | — | $7,742 |
| INFO-TECH RESEARCH | Other Service Provider | $7,214 | — | $7,214 |
| VERIZON BUSINESS | Other Service Provider | $6,869 | — | $6,869 |
| MARTEL, DIANNE, RN, | Other Service Provider | $6,764 | — | $6,764 |
| RONCOLI, GUILLERMO | Other Service Provider | $6,389 | — | $6,389 |
| DAVIE, KAREN | Other Service Provider | $6,316 | — | $6,316 |
| BACKSTOP SOLUTIONS GROUP, LLC | Other Service Provider | $6,027 | — | $6,027 |
| BULBIN, YURY | Other Service Provider | $5,675 | — | $5,675 |
| ASCENTIS | Other Service Provider | $5,476 | — | $5,476 |
| YANG, WEI-CHIEN | Other Service Provider | $5,473 | — | $5,473 |
| KNOWLEDGELAKE, INC | Other Service Provider | $5,412 | — | $5,412 |
| BLOOMBERG FINANCE, L.P | Other Service Provider | $5,330 | — | $5,330 |
| STOVER, DALE R | Other Service Provider | $5,222 | — | $5,222 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN, LEWIS & BOCKIUS LLP — ERISA Attorney
- WITHUMSMITH+BROWN — Auditor
- MARSH USA, INC — Investment Advisor
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,920,654
- Estimated Expense Ratio: 17.600% 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 |
|---|---|---|---|---|---|
| 2024 | $5,842,627 | — | $2,100,637 | $66,000 | — |
| 2023 | $5,240,456 | — | $4,451,106 | $175,116 | — |
| 2022 | $4,080,184 | — | $4,393,133 | — | $1,566,050 |