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UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN 401k Plan overview

Plan NameUNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN
Plan identification number 001

UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN Benefits

401k Plan TypeOther Pension Benefit
Plan Features/Benefits
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

BOARD OF TRUSTEES, UMWA 2012 RETIREE BONUS ACCOUNT TRUST has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, UMWA 2012 RETIREE BONUS ACCOUNT TRUST
Employer identification number (EIN):461854499
NAIC Classification:525920
NAIC Description:Trusts, Estates, and Agency Accounts

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01MICHAEL H. HOLLAND
0012014-01-01MICHAEL H. HOLLAND
0012012-01-01MICHAEL H. HOLLAND DAVID M. YOUNG2013-10-14

Plan Statistics for UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN

401k plan membership statisitcs for UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN

Measure Date Value
2017: UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01446
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-010
2016: UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0176,225
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-01446
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01446
Number of participants with account balances2016-01-010
Number of employers contributing to the scheme2016-01-0117
2015: UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0177,947
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-0176,225
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0176,225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0176,225
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0120
2014: UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0179,500
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-0177,947
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0177,947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0177,947
Number of participants with account balances2014-01-010
Number of employers contributing to the scheme2014-01-0120
2012: UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-010
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0191,612
Total of all active and inactive participants2012-01-0191,612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0191,612
Number of participants with account balances2012-01-010
Number of employers contributing to the scheme2012-01-0121

Financial Data on UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN

Measure Date Value
2017 : UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$1,174,011
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$703,083
Total income from all sources (including contributions)2017-12-31$14,052
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$430,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$173,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$2,293,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$257,306
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$13,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$13,255
Administrative expenses professional fees incurred2017-12-31$35,927
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$555,556
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$662,774
Other income not declared elsewhere2017-12-31$797
Administrative expenses (other) incurred2017-12-31$221,379
Liabilities. Value of operating payables at beginning of year2017-12-31$40,309
Total non interest bearing cash at beginning of year2017-12-31$551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-416,441
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,590,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,236,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at beginning of year2017-12-31$1,056,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$173,187
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WITHUMSMITH&BROWN
Accountancy firm EIN2017-12-31222027092
2016 : UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$703,083
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$802,029
Total income from all sources (including contributions)2016-12-31$10,630,101
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$28,310,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$27,882,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,584,502
Value of total assets at end of year2016-12-31$2,293,535
Value of total assets at beginning of year2016-12-31$20,073,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$428,716
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$45,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$45,599
Administrative expenses professional fees incurred2016-12-31$104,429
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$555,556
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$461
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$662,774
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$768,109
Administrative expenses (other) incurred2016-12-31$324,287
Liabilities. Value of operating payables at end of year2016-12-31$40,309
Liabilities. Value of operating payables at beginning of year2016-12-31$33,920
Total non interest bearing cash at end of year2016-12-31$551
Total non interest bearing cash at beginning of year2016-12-31$760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-17,680,727
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,590,452
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,271,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,236,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,848,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$10,584,502
Employer contributions (assets) at end of year2016-12-31$1,056,103
Employer contributions (assets) at beginning of year2016-12-31$2,223,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$27,882,112
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BOND BEEBE, P.C.
Accountancy firm EIN2016-12-31521044197
2015 : UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$802,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$695,967
Total income from all sources (including contributions)2015-12-31$19,692,511
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$37,540,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$37,197,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$19,675,085
Value of total assets at end of year2015-12-31$20,073,208
Value of total assets at beginning of year2015-12-31$37,815,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$342,978
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$17,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$17,426
Administrative expenses professional fees incurred2015-12-31$47,396
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$555,556
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$809
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$768,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$638,162
Administrative expenses (other) incurred2015-12-31$295,582
Liabilities. Value of operating payables at end of year2015-12-31$33,920
Liabilities. Value of operating payables at beginning of year2015-12-31$57,805
Total non interest bearing cash at end of year2015-12-31$760
Total non interest bearing cash at beginning of year2015-12-31$1,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-17,848,031
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,271,179
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,119,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,848,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$34,981,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$19,675,085
Employer contributions (assets) at end of year2015-12-31$2,223,405
Employer contributions (assets) at beginning of year2015-12-31$2,832,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$37,197,564
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BOND BEEBE, P.C.
Accountancy firm EIN2015-12-31521044197
2014 : UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$695,967
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,134
Total income from all sources (including contributions)2014-12-31$23,168,917
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$38,525,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$37,962,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$23,135,568
Value of total assets at end of year2014-12-31$37,815,177
Value of total assets at beginning of year2014-12-31$52,488,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$562,854
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$33,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$33,349
Administrative expenses professional fees incurred2014-12-31$213,471
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$555,556
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$5,573
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$692,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$638,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$9,753
Administrative expenses (other) incurred2014-12-31$349,383
Liabilities. Value of operating payables at end of year2014-12-31$57,805
Liabilities. Value of operating payables at beginning of year2014-12-31$3,381
Total non interest bearing cash at end of year2014-12-31$1,388
Total non interest bearing cash at beginning of year2014-12-31$-416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-15,356,214
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,119,210
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$52,475,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$34,981,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$49,660,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$23,135,568
Employer contributions (assets) at end of year2014-12-31$2,832,042
Employer contributions (assets) at beginning of year2014-12-31$2,136,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$37,956,704
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BOND BEEBE, P.C
Accountancy firm EIN2014-12-31521044197
2013 : UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,134
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$72,087
Total income from all sources (including contributions)2013-12-31$24,323,607
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$143,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$24,292,565
Value of total assets at end of year2013-12-31$52,488,558
Value of total assets at beginning of year2013-12-31$28,367,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$143,599
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$31,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$31,042
Administrative expenses professional fees incurred2013-12-31$18,640
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$555,556
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$692,704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$25,114,911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$9,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$48,857
Administrative expenses (other) incurred2013-12-31$124,959
Liabilities. Value of operating payables at end of year2013-12-31$3,381
Liabilities. Value of operating payables at beginning of year2013-12-31$23,230
Total non interest bearing cash at end of year2013-12-31$-416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$24,180,008
Value of net assets at end of year (total assets less liabilities)2013-12-31$52,475,424
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,295,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$49,660,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$24,292,565
Employer contributions (assets) at end of year2013-12-31$2,136,057
Employer contributions (assets) at beginning of year2013-12-31$3,252,592
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BOND BEEBE, P.C.
Accountancy firm EIN2013-12-31521044197
2012 : UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$72,087
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$28,367,503
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$72,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$28,353,748
Value of total assets at end of year2012-12-31$28,367,503
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$72,087
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$15,250
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$555,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$25,114,911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$48,857
Other income not declared elsewhere2012-12-31$13,755
Administrative expenses (other) incurred2012-12-31$56,837
Liabilities. Value of operating payables at end of year2012-12-31$23,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$28,295,416
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,295,416
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$28,353,748
Employer contributions (assets) at end of year2012-12-31$3,252,592
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BOND BEEBE, P.C.
Accountancy firm EIN2012-12-31521044197

Form 5500 Responses for UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN

2017: UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2012: UNITED MINE WORKERS OF AMERICA 2012 RETIREE BONUS ACCOUNT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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