Plan Snapshot
- Plan Sponsor: United Mine Workers Of America 1974 Pension Trust
- Sponsor EIN: 526150908
- Sponsor Address: 2121 K STREET N.W. SUITE 350, WASHINGTON, DC, 200371879
- Plan Type: DB
- Total Participants: 179
- Total Assets: $56.5M
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 | 179 | $56.5M | $3.6M | $0 |
| 2023 | 156 | $56.0M | $3.4M | $0 |
| 2022 | 146 | $52.1M | $7.0M | $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 |
|---|---|---|---|---|
| CORECOMMODITY MANAGEMENT, LLC | NONE | — | $18,566 | $18,566 |
| BLACKROCK INST TRUST CO FKA BGI | NONE | $10,570 | $4,200 | $14,770 |
| STATE STREET GLOBAL ADVISORS | NONE | $9,194 | — | $9,194 |
| WITHUMSMITH+BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STATE STREET GLOBAL ADVISORS — NONE
- WITHUMSMITH+BROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,530
- Estimated Expense Ratio: 0.075% 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 | $8,226 | $8,226 | — | — | — |
| 2023 | $21,361 | $21,361 | — | — | — |
| 2022 | $30,075 | $30,075 | — | — | — |