# United Mine Workers Of America 1974 Pension Trust DB Plan
Source: https://planprovider.pro/companies/united-mine-workers-of-america-1974-pension-trust-plan-001

> United Mine Workers Of America 1974 Pension Trust's DB plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/russell-investments) — NONE

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

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