Plan Snapshot
- Plan Sponsor: Board Of Trustees, United Mine Work Ers Of America 1993 Benefit Plan
- Sponsor EIN: 521888497
- Sponsor Address: 2121 K STREET N.W., WASHINGTON, DC, 200371879
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,089
- Total Assets: $216.1M
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 | 2,089 | $216.1M | $57.5M | $46,961 |
| 2023 | 2,135 | $163.5M | $46.4M | $57,659 |
| 2022 | 2,109 | $165.4M | $39.4M | $23,552 |
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 | $12,590,392 | $1,295,353 | $13,885,745 |
| KEYSTONE PEER REVIEW ORGANIZATION | Other Service Provider | $9,985,989 | — | $9,985,989 |
| 1974 PENSION TRUST | Other Service Provider | $6,989,047 | — | $6,989,047 |
| INTERIM HEALTHCARE OF SE OHIO, INC. | Other Service Provider | $405,999 | — | $405,999 |
| MARSH USA, INC | Investment Advisor | $332,607 | — | $332,607 |
| BIG SANDY AREA DEVELOPMENT DISTRICT | Other Service Provider | $250,621 | — | $250,621 |
| WITHUMSMITH+BROWN | Auditor | $227,564 | — | $227,564 |
| POWERS, PYLES, SUTTER, & VERVILLE | Other Service Provider | $186,602 | — | $186,602 |
| KELLY PRESS INC | Other Service Provider | $169,187 | — | $169,187 |
| INSIGHT DIRECT USA | Other Service Provider | $161,765 | — | $161,765 |
| PRICE WATERHOUSE COOPERS | Other Service Provider | $136,134 | — | $136,134 |
| VERIZON | Other Service Provider | $117,472 | — | $117,472 |
| MICROSOFT CORPORATION | Other Service Provider | $115,201 | — | $115,201 |
| MORGAN, LEWIS & BOCKIUS LLP | ERISA Attorney | $94,802 | — | $94,802 |
| ARTHUR DIAMOND, INC | Other Service Provider | $92,511 | — | $92,511 |
| COMMUNITY NURSING SERVICE | Other Service Provider | $83,292 | — | $83,292 |
| PENSION BENEFIT INFORMATION | Other Service Provider | $74,517 | — | $74,517 |
| SUBROGATION SERVICES, LLC | Other Service Provider | $71,970 | — | $71,970 |
| CCRC ACTUARIES, LLC | Other Service Provider | $69,927 | — | $69,927 |
| TRUSTEE STAFF | Other Service Provider | $60,000 | — | $60,000 |
| RONCOLI, GUILLERMO | Other Service Provider | $51,272 | — | $51,272 |
| BULBIN, YURY | Other Service Provider | $45,545 | — | $45,545 |
| YANG, WEI-CHIEN | Other Service Provider | $43,921 | — | $43,921 |
| BDO USA, P.C. | Auditor | $39,024 | — | $39,024 |
| AON CONSULTING, INC. | Recordkeeper | $36,275 | — | $36,275 |
| MOONEY GREEN SAINDON | Other Service Provider | $35,865 | — | $35,865 |
| CHUBB & SON | Other Service Provider | $35,266 | — | $35,266 |
| RAPID7 LLC | Other Service Provider | $33,011 | — | $33,011 |
| INFO-TECH RESEARCH | Other Service Provider | $30,759 | — | $30,759 |
| K & R BRANDING SOLUT | Other Service Provider | $30,523 | — | $30,523 |
| MARTEL, DIANNE, RN, | Other Service Provider | $30,215 | — | $30,215 |
| NORTHERN TRUST COMPANY | Other Service Provider | $30,148 | — | $30,148 |
| FENG, WAN-TANG | Other Service Provider | $29,816 | — | $29,816 |
| MOBILE MENTOR INC | Other Service Provider | $29,377 | — | $29,377 |
| BACKSTOP SOLUTIONS GROUP, LLC | Other Service Provider | $25,701 | — | $25,701 |
| INTEGRAL CONSULTING SERVICES INC | Other Service Provider | $25,060 | — | $25,060 |
| SEGAL GROUP INC, THE | Other Service Provider | $24,077 | — | $24,077 |
| LINKEDIN CORPORATION | Other Service Provider | $23,813 | — | $23,813 |
| KNOWLEDGELAKE, INC | Other Service Provider | $23,075 | — | $23,075 |
| COACH 4 ME, LLC | Other Service Provider | $22,720 | — | $22,720 |
| FINCH, GLENDA S. | Other Service Provider | $22,449 | — | $22,449 |
| MILLIMAN INC | Recordkeeper | $21,170 | — | $21,170 |
| JONES, NANCY C. | Other Service Provider | $18,616 | — | $18,616 |
| UNITED ACTUARIAL SERVICES, INC. | Other Service Provider | $18,000 | — | $18,000 |
| UNITED PARCEL SERVICE | Other Service Provider | $17,553 | — | $17,553 |
| ASCENTIS | Other Service Provider | $17,472 | — | $17,472 |
| RELX INC. DBA LEXIS | Other Service Provider | $16,189 | — | $16,189 |
| OPITZ, PEGGY | Other Service Provider | $15,749 | — | $15,749 |
| SOVOS COMPLIANCE LLC | Other Service Provider | $15,686 | — | $15,686 |
| IMAGE ACCESS CORP | Other Service Provider | $14,781 | — | $14,781 |
| IVANTI, INC | Other Service Provider | $13,611 | — | $13,611 |
| NMS IMAGING, INC. | Other Service Provider | $12,715 | — | $12,715 |
| CATALIS COURTS & LAND | Other Service Provider | $12,612 | — | $12,612 |
| DAVIE, KAREN | Other Service Provider | $12,403 | — | $12,403 |
| OPENTEXT INC | Other Service Provider | $12,301 | — | $12,301 |
| DOYLE PRINTING & OFFSET CO, INC. | Other Service Provider | $12,207 | — | $12,207 |
| SYNTELLIS PERFORMANCE SOLUTIONS LLC | Other Service Provider | $12,052 | — | $12,052 |
| SAS INSTITUTE, INC | Other Service Provider | $10,831 | — | $10,831 |
| MERCER HEALTH & BENEFITS | Investment Advisor | $10,552 | — | $10,552 |
| BLACKBAUD, INC | Other Service Provider | $9,219 | — | $9,219 |
| DATABANK IMX, LLC | Other Service Provider | $9,006 | — | $9,006 |
| AUDITBOARD,INC | Other Service Provider | $8,853 | — | $8,853 |
| RESCHINI, JOSEPH | Other Service Provider | $8,000 | — | $8,000 |
| STOVER, DALE R | Other Service Provider | $7,588 | — | $7,588 |
| ALLIED TELECOM GROUP | Other Service Provider | $7,446 | — | $7,446 |
| RONEY, JANET | Other Service Provider | $7,238 | — | $7,238 |
| MORET LAURIE B. CONSULTING | Other Service Provider | $7,011 | — | $7,011 |
| BLOOMBERG FINANCE, L.P | Other Service Provider | $6,818 | — | $6,818 |
| FIND-A-CODE | Other Service Provider | $6,770 | — | $6,770 |
| KOHO CONSULTING, INC | Other Service Provider | $6,548 | — | $6,548 |
| CROUCH, JEFFREY | Other Service Provider | $6,323 | — | $6,323 |
| AT&T MOBILITY | Other Service Provider | $6,240 | — | $6,240 |
| PRESIDIO | Other Service Provider | $6,234 | — | $6,234 |
| VONAGE BUSINESS | Other Service Provider | $5,753 | — | $5,753 |
| NURSES SERVICE ORGANIZATION | Other Service Provider | $5,740 | — | $5,740 |
| BELL & HOWELL LLC | Other Service Provider | $5,201 | — | $5,201 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARSH USA, INC — Investment Advisor
- WITHUMSMITH+BROWN — Auditor
- MORGAN, LEWIS & BOCKIUS LLP — ERISA Attorney
- BDO USA, P.C. — Auditor
- AON CONSULTING, INC. — Recordkeeper
- MILLIMAN INC — Recordkeeper
- MERCER HEALTH & BENEFITS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,563,352
- Estimated Expense Ratio: 15.992% 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 | $12,358,137 | — | $9,985,989 | $125,600 | — |
| 2023 | $13,369,277 | — | $21,915,932 | $189,244 | — |
| 2022 | $13,706,214 | — | $20,657,798 | — | $2,012,620 |