Plan Snapshot
- Plan Sponsor: International Union, United Mine Workers Of America
- Sponsor EIN: 530159200
- Sponsor Address: 18354 QUANTICO GATEWAY DRIVE, TRIANGLE, VA, 221721779
- Plan Type: DB
- Total Participants: 77
- Total Assets: $87.0M
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 | 77 | $87.0M | $3.6M | $0 |
| 2023 | 86 | $84.9M | $3.6M | $0 |
| 2022 | 87 | $82.3M | $3.6M | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | Auditor | $25,555 | — | $25,555 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,555
- Estimated Expense Ratio: 0.029% 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 | $598,933 | $325,732 | $28,208 | $25,555 | — |
| 2023 | $430,744 | $234,060 | $24,015 | $26,000 | — |
| 2022 | $650,246 | $483,127 | $19,801 | — | $68,189 |