# Board Of Trustees, United Mine Work Ers Of America 1993 Benefit Plan 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-united-mine-work-ers-of-america-1993-benefit-plan-521888497-501

> Board Of Trustees, United Mine Work Ers Of America 1993 Benefit Plan's 401(k) plan: 2,089 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 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](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

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

- [MORGAN, LEWIS & BOCKIUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

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

- [AON CONSULTING, INC.](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [MILLIMAN INC](https://planprovider.pro/provider/milliman) — Recordkeeper

- [MERCER HEALTH & BENEFITS](https://planprovider.pro/provider/mercer-advisors) — 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|

## Similar Plans

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