# Board Of Trustees, United Mine Work Ers Of America 1992 Benefit Plan 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-united-mine-work-ers-of-america-1992-benefit-plan-521805437-501

> Board Of Trustees, United Mine Work Ers Of America 1992 Benefit Plan&#39;s 401(k) plan: 4,464 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

- [WITHUMSMITH+BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [MARSH USA, INC](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — 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|

## Similar Plans

- [Board Of Trustees - Umwa Cash Deferred Savings Plan Of 1988](https://planprovider.pro/companies/board-of-trustees-umwa-cash-deferred-savings-plan-of-1988-plan) — 2,247 participants

- [Board Of Trustees, United Mine Work Ers Of America 1993 Benefit Plan](https://planprovider.pro/companies/board-of-trustees-united-mine-work-ers-of-america-1993-benefit-plan-521888497-501) — 2,089 participants

- [Board Of Trustees, Umwa Prefunded Benefit Plan](https://planprovider.pro/companies/board-of-trustees-umwa-prefunded-benefit-plan-261508254-501) — 447 participants

- [Umwa 1974 Pension Trust Board Of Trustees](https://planprovider.pro/companies/umwa-1974-pension-trust-board-of-trustees-plan) — 58 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-united-mine-work-ers-of-america-1992-benefit-plan-521805437-501)

&copy; 2026 PlanProvider.Pro
