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UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 401k Plan overview

Plan NameUNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN
Plan identification number 002

UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

UMWA 1974 PENSION TRUST BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:UMWA 1974 PENSION TRUST BOARD OF TRUSTEES
Employer identification number (EIN):521050282
NAIC Classification:212110
NAIC Description: Coal Mining

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01MICHEAL BUCKNER, TRUSTEE2023-03-28 MICHAEL O. MCKOWN, TRUSTEE2023-03-28
0022020-07-01MICHAEL H. HOLLAND, TRUSTEE2022-03-30 MICHAEL O. MCKOWN, TRUSTEE2022-04-04
0022019-07-01MICHAEL H. HOLLAND, TRUSTEE2021-03-03 MICHAEL O. MCKOWN, TRUSTEE2021-03-08
0022018-07-01MICHAEL H. HOLLAND, TRUSTEE2020-04-05 MICHAEL O. MCKOWN, TRUSTEE2020-04-12
0022017-07-01MICHAEL H. HOLLAND, TRUSTEE2019-03-24 MICHAEL O. MCKOWN, TRUSTEE2019-03-24
0022016-07-01
0022016-07-01MICHAEL H. HOLLAND2018-03-26
0022015-07-01MICHAEL H. HOLLAND, TRSUTEE
0022014-07-01MICHAEL MCKOWN, TRUSTEE
0022013-07-01
0022012-07-01MICHAEL MCKOWN, TRUSTEE MICHAEL H. HOLLAND, TRUSTEE2014-04-11
0022011-07-01DAVID M. YOUNG, TRUSTEE MICHAEL H. HOLLAND, TRUSTEE2013-04-15
0022010-07-01B. V. HYLER, TRUSTEE MICHAEL H. HOLLAND, TRUSTEE2012-04-13
0022009-07-01B. V. HYLER, TRUSTEE MICHAEL H. HOLLAND, TRUSTEE2011-04-14
0022009-07-01B. V. HYLER, TRUSTEE MICHAEL H. HOLLAND, TRUSTEE2011-04-21

Plan Statistics for UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN

401k plan membership statisitcs for UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN

Measure Date Value
2022: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2022 401k membership
Current value of assets2022-06-303,243,871,205
Acturial value of assets for funding standard account2022-06-303,193,496,840
Accrued liability for plan using immediate gains methods2022-06-307,060,106,569
Unfunded liability for methods with bases using spread gains methods2022-06-300
Accrued liabiliy under entry age normal method2022-06-300
Normal cost under entry age normal method2022-06-300
Accrued liability under unit credit cost method2022-06-307,060,106,569
RPA 94 current liability2022-06-309,411,922,440
Expected increase in current liability due to benefits accruing during the plan year2022-06-30662,251
Expected release from RPA 94 current liability for plan year2022-06-30564,610,628
Expected plan disbursements for the plan year2022-06-30570,228,504
Current value of assets2022-06-303,243,871,205
Number of retired participants and beneficiaries receiving payment2022-06-3076,450
Current liability for retired participants and beneficiaries receiving payment2022-06-308,489,848,417
Number of terminated vested participants2022-06-307,158
Current liability for terminated vested participants2022-06-30910,909,836
Current liability for active participants non vested benefits2022-06-30689,728
Current liability for active participants vested benefits2022-06-3010,474,459
Total number of active articipats2022-06-3076
Current liability for active participants2022-06-3011,164,187
Total participant count with liabilities2022-06-3083,684
Total current liabilitoes for participants with libailities2022-06-309,411,922,440
Total employer contributions in plan year2022-06-3021,344,093
Total employee contributions in plan year2022-06-300
Prior year funding deficiency2022-06-301,566,371,956
Employer’s normal cost for plan year as of valuation date2022-06-30375,226
Amortization credits as of valuation date2022-06-30263,315,063
2021: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0183,696
Total number of active participants reported on line 7a of the Form 55002021-07-0161
Number of retired or separated participants receiving benefits2021-07-0150,036
Number of other retired or separated participants entitled to future benefits2021-07-016,745
Total of all active and inactive participants2021-07-0156,842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0122,782
Total participants2021-07-0179,624
Number of employers contributing to the scheme2021-07-019
Current value of assets2021-06-303,195,478,795
Acturial value of assets for funding standard account2021-06-303,284,470,188
Accrued liability for plan using immediate gains methods2021-06-306,897,285,525
Accrued liability under unit credit cost method2021-06-306,897,285,525
RPA 94 current liability2021-06-308,737,857,720
Expected increase in current liability due to benefits accruing during the plan year2021-06-30782,637
Expected release from RPA 94 current liability for plan year2021-06-30579,273,941
Expected plan disbursements for the plan year2021-06-30587,036,212
Current value of assets2021-06-303,195,478,795
Number of retired participants and beneficiaries receiving payment2021-06-3079,256
Current liability for retired participants and beneficiaries receiving payment2021-06-307,889,803,240
Number of terminated vested participants2021-06-306,209
Current liability for terminated vested participants2021-06-30653,965,257
Current liability for active participants non vested benefits2021-06-30981,452
Current liability for active participants vested benefits2021-06-30193,107,771
Total number of active articipats2021-06-302,503
Current liability for active participants2021-06-30194,089,223
Total participant count with liabilities2021-06-3087,968
Total current liabilitoes for participants with libailities2021-06-308,737,857,720
Total employer contributions in plan year2021-06-3026,709,434
Total employee contributions in plan year2021-06-300
Prior year funding deficiency2021-06-301,155,588,058
Employer’s normal cost for plan year as of valuation date2021-06-3021,978,376
Prior year credit balance2021-06-300
Amortization credits as of valuation date2021-06-30238,251,236
2020: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0187,190
Total number of active participants reported on line 7a of the Form 55002020-07-0168
Number of retired or separated participants receiving benefits2020-07-0152,718
Number of other retired or separated participants entitled to future benefits2020-07-017,178
Total of all active and inactive participants2020-07-0159,964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0123,732
Total participants2020-07-0183,696
Number of employers contributing to the scheme2020-07-0119
Current value of assets2020-06-302,043,937,118
Acturial value of assets for funding standard account2020-06-302,111,410,030
Accrued liability for plan using immediate gains methods2020-06-306,384,077,724
Accrued liability under unit credit cost method2020-06-306,384,077,724
RPA 94 current liability2020-06-308,880,036,181
Expected increase in current liability due to benefits accruing during the plan year2020-06-3019,121,052
Expected release from RPA 94 current liability for plan year2020-06-30588,519,968
Expected plan disbursements for the plan year2020-06-30597,553,750
Current value of assets2020-06-302,043,937,118
Number of retired participants and beneficiaries receiving payment2020-06-3081,561
Current liability for retired participants and beneficiaries receiving payment2020-06-307,953,946,876
Number of terminated vested participants2020-06-306,162
Current liability for terminated vested participants2020-06-30625,217,955
Current liability for active participants non vested benefits2020-06-308,854,718
Current liability for active participants vested benefits2020-06-30292,016,632
Total number of active articipats2020-06-303,279
Current liability for active participants2020-06-30300,871,350
Total participant count with liabilities2020-06-3091,002
Total current liabilitoes for participants with libailities2020-06-308,880,036,181
Total employer contributions in plan year2020-06-30150,670,963
Total employee contributions in plan year2020-06-300
Prior year funding deficiency2020-06-30810,183,469
Employer’s normal cost for plan year as of valuation date2020-06-3033,596,441
Prior year credit balance2020-06-300
Amortization credits as of valuation date2020-06-30158,230,021
2019: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0190,579
Total number of active participants reported on line 7a of the Form 55002019-07-011,693
Number of retired or separated participants receiving benefits2019-07-0154,950
Number of other retired or separated participants entitled to future benefits2019-07-016,241
Total of all active and inactive participants2019-07-0162,884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0124,306
Total participants2019-07-0187,190
Number of employers contributing to the scheme2019-07-0119
Current value of assets2019-06-302,376,911,000
Acturial value of assets for funding standard account2019-06-302,493,366,604
Accrued liability for plan using immediate gains methods2019-06-306,606,054,599
Accrued liability under unit credit cost method2019-06-306,606,054,599
RPA 94 current liability2019-06-309,333,824,147
Expected increase in current liability due to benefits accruing during the plan year2019-06-3018,646,664
Expected release from RPA 94 current liability for plan year2019-06-30598,545,586
Expected plan disbursements for the plan year2019-06-30607,523,770
Current value of assets2019-06-302,376,911,000
Number of retired participants and beneficiaries receiving payment2019-06-3083,877
Current liability for retired participants and beneficiaries receiving payment2019-06-308,338,818,302
Number of terminated vested participants2019-06-306,613
Current liability for terminated vested participants2019-06-30680,025,888
Current liability for active participants non vested benefits2019-06-307,516,993
Current liability for active participants vested benefits2019-06-30307,462,964
Total number of active articipats2019-06-303,025
Current liability for active participants2019-06-30314,979,957
Total participant count with liabilities2019-06-3093,515
Total current liabilitoes for participants with libailities2019-06-309,333,824,147
Total employer contributions in plan year2019-06-30158,033,982
Total employee contributions in plan year2019-06-300
Prior year funding deficiency2019-06-30281,113,967
Employer’s normal cost for plan year as of valuation date2019-06-3036,946,849
Prior year credit balance2019-06-300
Amortization credits as of valuation date2019-06-30157,778,178
2018: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0193,030
Total number of active participants reported on line 7a of the Form 55002018-07-012,819
Number of retired or separated participants receiving benefits2018-07-0156,587
Number of other retired or separated participants entitled to future benefits2018-07-016,199
Total of all active and inactive participants2018-07-0165,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0124,974
Total participants2018-07-0190,579
Number of employers contributing to the scheme2018-07-0123
Current value of assets2018-06-302,779,954,000
Acturial value of assets for funding standard account2018-06-303,025,624,662
Accrued liability for plan using immediate gains methods2018-06-306,541,765,954
Accrued liability under unit credit cost method2018-06-306,541,765,954
RPA 94 current liability2018-06-309,285,479,900
Expected increase in current liability due to benefits accruing during the plan year2018-06-3025,165,131
Expected release from RPA 94 current liability for plan year2018-06-30605,072,515
Expected plan disbursements for the plan year2018-06-30614,269,617
Current value of assets2018-06-302,779,954,000
Number of retired participants and beneficiaries receiving payment2018-06-3086,240
Current liability for retired participants and beneficiaries receiving payment2018-06-308,202,479,207
Number of terminated vested participants2018-06-306,227
Current liability for terminated vested participants2018-06-30612,497,098
Current liability for active participants non vested benefits2018-06-309,168,314
Current liability for active participants vested benefits2018-06-30461,335,281
Total number of active articipats2018-06-303,857
Current liability for active participants2018-06-30470,503,595
Total participant count with liabilities2018-06-3096,324
Total current liabilitoes for participants with libailities2018-06-309,285,479,900
Total employer contributions in plan year2018-06-30112,301,000
Total employee contributions in plan year2018-06-300
Prior year funding deficiency2018-06-300
Employer’s normal cost for plan year as of valuation date2018-06-3040,746,706
Prior year credit balance2018-06-30253,172,661
Amortization credits as of valuation date2018-06-30198,149,826
2017: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0195,990
Total number of active participants reported on line 7a of the Form 55002017-07-012,540
Number of retired or separated participants receiving benefits2017-07-0158,297
Number of other retired or separated participants entitled to future benefits2017-07-016,613
Total of all active and inactive participants2017-07-0167,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0125,580
Total participants2017-07-0193,030
Number of employers contributing to the scheme2017-07-0140
Current value of assets2017-06-303,140,357,000
Acturial value of assets for funding standard account2017-06-303,623,831,610
Accrued liability for plan using immediate gains methods2017-06-306,150,444,696
Accrued liability under unit credit cost method2017-06-306,150,444,696
RPA 94 current liability2017-06-309,469,205,752
Expected increase in current liability due to benefits accruing during the plan year2017-06-3025,302,660
Expected release from RPA 94 current liability for plan year2017-06-30609,275,952
Expected plan disbursements for the plan year2017-06-30618,963,440
Current value of assets2017-06-303,140,357,000
Number of retired participants and beneficiaries receiving payment2017-06-3088,272
Current liability for retired participants and beneficiaries receiving payment2017-06-308,236,471,290
Number of terminated vested participants2017-06-305,370
Current liability for terminated vested participants2017-06-30525,877,608
Current liability for active participants non vested benefits2017-06-3019,347,247
Current liability for active participants vested benefits2017-06-30687,509,607
Total number of active articipats2017-06-307,077
Current liability for active participants2017-06-30706,856,854
Total participant count with liabilities2017-06-30100,719
Total current liabilitoes for participants with libailities2017-06-309,469,205,752
Total employer contributions in plan year2017-06-3031,326,000
Total employee contributions in plan year2017-06-300
Prior year funding deficiency2017-06-300
Employer’s normal cost for plan year as of valuation date2017-06-3035,197,545
Prior year credit balance2017-06-30662,803,326
Amortization credits as of valuation date2017-06-30315,945,193
2016: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0199,758
Total number of active participants reported on line 7a of the Form 55002016-07-013,486
Number of retired or separated participants receiving benefits2016-07-0159,925
Number of other retired or separated participants entitled to future benefits2016-07-016,264
Total of all active and inactive participants2016-07-0169,675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0126,315
Total participants2016-07-0195,990
Number of employers contributing to the scheme2016-07-0141
Current value of assets2016-06-303,808,170,000
Acturial value of assets for funding standard account2016-06-304,111,939,936
Accrued liability for plan using immediate gains methods2016-06-306,166,660,478
Accrued liability under unit credit cost method2016-06-306,166,660,478
RPA 94 current liability2016-06-309,575,710,282
Expected increase in current liability due to benefits accruing during the plan year2016-06-3040,112,865
Expected release from RPA 94 current liability for plan year2016-06-30607,474,500
Expected plan disbursements for the plan year2016-06-30617,619,324
Current value of assets2016-06-303,808,170,000
Number of retired participants and beneficiaries receiving payment2016-06-3089,737
Current liability for retired participants and beneficiaries receiving payment2016-06-308,103,574,429
Number of terminated vested participants2016-06-306,262
Current liability for terminated vested participants2016-06-30594,748,101
Current liability for active participants non vested benefits2016-06-3035,945,441
Current liability for active participants vested benefits2016-06-30841,442,311
Total number of active articipats2016-06-308,259
Current liability for active participants2016-06-30877,387,752
Total participant count with liabilities2016-06-30104,258
Total current liabilitoes for participants with libailities2016-06-309,575,710,282
Total employer contributions in plan year2016-06-3057,026,000
Total employee contributions in plan year2016-06-300
Prior year funding deficiency2016-06-300
Employer’s normal cost for plan year as of valuation date2016-06-3041,545,816
Prior year credit balance2016-06-301,102,344,156
Amortization credits as of valuation date2016-06-30360,506,880
2015: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01103,323
Total number of active participants reported on line 7a of the Form 55002015-07-016,084
Number of retired or separated participants receiving benefits2015-07-0161,161
Number of other retired or separated participants entitled to future benefits2015-07-015,402
Total of all active and inactive participants2015-07-0172,647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0127,111
Total participants2015-07-0199,758
Number of employers contributing to the scheme2015-07-0142
Current value of assets2015-06-304,164,994,000
Acturial value of assets for funding standard account2015-06-304,362,514,000
Accrued liability for plan using immediate gains methods2015-06-306,153,249,911
Unfunded liability for methods with bases using spread gains methods2015-06-300
Accrued liabiliy under entry age normal method2015-06-300
Normal cost under entry age normal method2015-06-300
Accrued liability under unit credit cost method2015-06-306,153,249,911
RPA 94 current liability2015-06-309,734,678,488
Expected increase in current liability due to benefits accruing during the plan year2015-06-3075,417,404
Expected release from RPA 94 current liability for plan year2015-06-30600,292,357
Expected plan disbursements for the plan year2015-06-30611,067,605
Current value of assets2015-06-304,164,994,000
Number of retired participants and beneficiaries receiving payment2015-06-3090,754
Current liability for retired participants and beneficiaries receiving payment2015-06-307,833,383,081
Number of terminated vested participants2015-06-306,676
Current liability for terminated vested participants2015-06-30714,799,852
Current liability for active participants non vested benefits2015-06-3060,937,860
Current liability for active participants vested benefits2015-06-301,125,557,695
Total number of active articipats2015-06-309,218
Current liability for active participants2015-06-301,186,495,555
Total participant count with liabilities2015-06-30106,648
Total current liabilitoes for participants with libailities2015-06-309,734,678,488
Total employer contributions in plan year2015-06-3097,051,000
Total employee contributions in plan year2015-06-300
Employer’s normal cost for plan year as of valuation date2015-06-3046,527,168
Prior year credit balance2015-06-301,444,510,000
Amortization credits as of valuation date2015-06-30381,223,370
2014: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01106,170
Total number of active participants reported on line 7a of the Form 55002014-07-017,324
Number of retired or separated participants receiving benefits2014-07-0161,818
Number of other retired or separated participants entitled to future benefits2014-07-016,262
Total of all active and inactive participants2014-07-0175,404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0127,919
Total participants2014-07-01103,323
Number of employers contributing to the scheme2014-07-0144
Current value of assets2014-06-304,093,377,000
Acturial value of assets for funding standard account2014-06-304,508,468,000
Accrued liability for plan using immediate gains methods2014-06-306,324,923,000
Accrued liability under unit credit cost method2014-06-306,324,923,000
RPA 94 current liability2014-06-3010,004,493,000
Expected increase in current liability due to benefits accruing during the plan year2014-06-3053,366,000
Expected plan disbursements for the plan year2014-06-30637,407,000
Current value of assets2014-06-304,097,099,255
Number of retired participants and beneficiaries receiving payment2014-06-3092,218
Current liability for retired participants and beneficiaries receiving payment2014-06-307,835,484,000
Number of terminated vested participants2014-06-307,548
Current liability for terminated vested participants2014-06-30570,343,000
Current liability for active participants non vested benefits2014-06-30240,864,000
Current liability for active participants vested benefits2014-06-301,357,802,000
Total number of active articipats2014-06-3010,103
Current liability for active participants2014-06-301,598,666,000
Total participant count with liabilities2014-06-30109,869
Total current liabilitoes for participants with libailities2014-06-3010,004,493,000
Total employer contributions in plan year2014-06-30105,527,000
Total employee contributions in plan year2014-06-300
Employer’s normal cost for plan year as of valuation date2014-06-3023,543,000
Prior year credit balance2014-06-301,719,118,000
Amortization credits as of valuation date2014-06-30398,534,000
2013: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01110,726
Total number of active participants reported on line 7a of the Form 55002013-07-018,711
Number of retired or separated participants receiving benefits2013-07-0161,928
Number of other retired or separated participants entitled to future benefits2013-07-016,705
Total of all active and inactive participants2013-07-0177,344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0128,826
Total participants2013-07-01106,170
Number of employers contributing to the scheme2013-07-0147
2012: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01115,084
Total number of active participants reported on line 7a of the Form 55002012-07-019,724
Number of retired or separated participants receiving benefits2012-07-0162,447
Number of other retired or separated participants entitled to future benefits2012-07-018,784
Total of all active and inactive participants2012-07-0180,955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0129,771
Total participants2012-07-01110,726
Number of employers contributing to the scheme2012-07-0137
2011: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01118,084
Total number of active participants reported on line 7a of the Form 55002011-07-0110,789
Number of retired or separated participants receiving benefits2011-07-0162,896
Number of other retired or separated participants entitled to future benefits2011-07-0110,633
Total of all active and inactive participants2011-07-0184,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0130,766
Total participants2011-07-01115,084
Number of employers contributing to the scheme2011-07-0143
2010: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01121,239
Total number of active participants reported on line 7a of the Form 55002010-07-0110,427
Number of retired or separated participants receiving benefits2010-07-0163,455
Number of other retired or separated participants entitled to future benefits2010-07-0112,304
Total of all active and inactive participants2010-07-0186,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-0131,898
Total participants2010-07-01118,084
Number of employers contributing to the scheme2010-07-0143
2009: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01125,508
Total number of active participants reported on line 7a of the Form 55002009-07-0110,154
Number of retired or separated participants receiving benefits2009-07-0163,831
Number of other retired or separated participants entitled to future benefits2009-07-0114,223
Total of all active and inactive participants2009-07-0188,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0133,031
Total participants2009-07-01121,239
Number of employers contributing to the scheme2009-07-0142

Financial Data on UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN

Measure Date Value
2022 : UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-89,201,343
Total unrealized appreciation/depreciation of assets2022-06-30$-89,201,343
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$83,804,808
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$110,637,044
Total income from all sources (including contributions)2022-06-30$87,719,701
Total loss/gain on sale of assets2022-06-30$10,061,454
Total of all expenses incurred2022-06-30$583,858,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$567,924,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$387,990,353
Value of total assets at end of year2022-06-30$2,846,577,029
Value of total assets at beginning of year2022-06-30$3,369,548,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$15,933,720
Total interest from all sources2022-06-30$4,462,573
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$6,553,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$3,828,339
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$62,255
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$555,556
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Assets. Other investments not covered elsewhere at end of year2022-06-30$254,613,565
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$182,171,330
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$387,621,466
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$426,115,620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$395,936,054
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$10,219,291
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$16,887,721
Other income not declared elsewhere2022-06-30$2,131,766
Administrative expenses (other) incurred2022-06-30$12,164,436
Liabilities. Value of operating payables at end of year2022-06-30$73,585,517
Liabilities. Value of operating payables at beginning of year2022-06-30$93,749,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-496,138,984
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,762,772,221
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,258,911,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$37,804,028
Assets. partnership/joint venture interests at beginning of year2022-06-30$60,781,510
Investment advisory and management fees2022-06-30$3,769,284
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$316,835,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$386,460,779
Interest earned on other investments2022-06-30$97,078
Income. Interest from US Government securities2022-06-30$3,660
Income. Interest from corporate debt instruments2022-06-30$4,359,969
Value of interest in common/collective trusts at end of year2022-06-30$1,591,521,187
Value of interest in common/collective trusts at beginning of year2022-06-30$2,070,169,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$9,854,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$9,854,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$1,866
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$14,084,289
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$17,658,476
Asset value of US Government securities at end of year2022-06-30$3,314,645
Asset value of US Government securities at beginning of year2022-06-30$2,748,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-19,349,829
Net investment gain or loss from common/collective trusts2022-06-30$-214,928,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30Yes
Contributions received in cash from employer2022-06-30$368,887
Employer contributions (assets) at end of year2022-06-30$40,495
Employer contributions (assets) at beginning of year2022-06-30$39,660
Income. Dividends from preferred stock2022-06-30$-717
Income. Dividends from common stock2022-06-30$2,726,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$567,924,965
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$68,340,550
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$79,005,835
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$126,936,695
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$159,407,217
Assets. Value of buildings and other operty used in plan operation at end of year2022-06-30$6,970,141
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-06-30$5,253,330
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$136,840,571
Aggregate carrying amount (costs) on sale of assets2022-06-30$126,779,117
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30WITHUMSMITH+BROWN, PC
Accountancy firm EIN2022-06-30222027092
2021 : UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-06-30$-10,673
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$48,142,811
Total unrealized appreciation/depreciation of assets2021-06-30$48,132,138
Total transfer of assets from this plan2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$110,637,044
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$123,139,056
Total income from all sources (including contributions)2021-06-30$636,840,122
Total loss/gain on sale of assets2021-06-30$34,477,541
Total of all expenses incurred2021-06-30$604,603,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$583,574,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$332,724,626
Value of total assets at end of year2021-06-30$3,369,548,249
Value of total assets at beginning of year2021-06-30$3,349,813,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$21,028,870
Total income from rents2021-06-30$9,628
Total interest from all sources2021-06-30$4,065,387
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$5,862,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$3,739,130
Administrative expenses professional fees incurred2021-06-30$2,565,290
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-06-30$62,255
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-06-30$189,241
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$555,556
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Assets. Other investments not covered elsewhere at end of year2021-06-30$182,171,330
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$24,949,174
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$330,092,270
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$395,936,054
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$460,729,194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$16,887,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$16,433,227
Other income not declared elsewhere2021-06-30$3,901,131
Administrative expenses (other) incurred2021-06-30$15,030,921
Liabilities. Value of operating payables at end of year2021-06-30$93,749,323
Liabilities. Value of operating payables at beginning of year2021-06-30$106,705,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$32,236,730
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,258,911,205
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,226,674,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$60,781,510
Assets. partnership/joint venture interests at beginning of year2021-06-30$82,370,359
Investment advisory and management fees2021-06-30$3,432,659
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$386,460,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,385,561,941
Interest earned on other investments2021-06-30$97,436
Income. Interest from US Government securities2021-06-30$169,892
Income. Interest from corporate debt instruments2021-06-30$3,790,989
Value of interest in common/collective trusts at end of year2021-06-30$2,070,169,184
Value of interest in common/collective trusts at beginning of year2021-06-30$1,138,668,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$9,854,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$1,790,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$1,790,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$7,070
Assets. Value of investments in 103.12 investment entities at end of year2021-06-30$17,658,476
Assets. Value of investments in 103.12 investment entities at beginning of year2021-06-30$89,063,281
Asset value of US Government securities at end of year2021-06-30$2,748,435
Asset value of US Government securities at beginning of year2021-06-30$23,709,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$26,716,511
Net investment gain or loss from common/collective trusts2021-06-30$180,652,418
Net gain/loss from 103.12 investment entities2021-06-30$298,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30Yes
Contributions received in cash from employer2021-06-30$2,632,356
Employer contributions (assets) at end of year2021-06-30$39,660
Employer contributions (assets) at beginning of year2021-06-30$890,328
Income. Dividends from preferred stock2021-06-30$2,634
Income. Dividends from common stock2021-06-30$2,120,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$583,574,522
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$79,005,835
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$46,062,168
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$159,407,217
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$87,703,685
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$5,253,330
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$8,126,091
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$289,523,957
Aggregate carrying amount (costs) on sale of assets2021-06-30$255,046,416
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30WITHUMSMITH& BROWN
Accountancy firm EIN2021-06-30222027092
2020 : UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-06-30$-63,499
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-10,229,506
Total unrealized appreciation/depreciation of assets2020-06-30$-10,293,005
Total transfer of assets from this plan2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$123,139,056
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$99,015,920
Total income from all sources (including contributions)2020-06-30$1,645,440,355
Total loss/gain on sale of assets2020-06-30$-20,958,528
Total of all expenses incurred2020-06-30$627,741,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$592,919,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,584,987,966
Value of total assets at end of year2020-06-30$3,349,813,531
Value of total assets at beginning of year2020-06-30$2,307,991,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$34,822,128
Total income from rents2020-06-30$90,000
Total interest from all sources2020-06-30$3,468,036
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$6,359,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$4,412,005
Administrative expenses professional fees incurred2020-06-30$2,868,001
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-06-30$189,241
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$555,556
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at end of year2020-06-30$24,949,174
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$82,741,804
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$1,573,495,795
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$460,729,194
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$212,858,772
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$16,433,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$13,035,921
Other income not declared elsewhere2020-06-30$2,842,415
Administrative expenses (other) incurred2020-06-30$28,841,128
Liabilities. Value of operating payables at end of year2020-06-30$106,705,829
Liabilities. Value of operating payables at beginning of year2020-06-30$85,979,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,017,698,837
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,226,674,475
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,208,975,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at end of year2020-06-30$82,370,359
Assets. partnership/joint venture interests at beginning of year2020-06-30$118,561,359
Investment advisory and management fees2020-06-30$3,112,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,385,561,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$309,533,752
Interest earned on other investments2020-06-30$174,446
Income. Interest from US Government securities2020-06-30$557,612
Income. Interest from corporate debt instruments2020-06-30$2,699,991
Value of interest in common/collective trusts at end of year2020-06-30$1,138,668,221
Value of interest in common/collective trusts at beginning of year2020-06-30$1,175,933,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$1,790,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$1,612,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$1,612,568
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$35,987
Assets. Value of investments in 103.12 investment entities at end of year2020-06-30$89,063,281
Assets. Value of investments in 103.12 investment entities at beginning of year2020-06-30$205,859,435
Asset value of US Government securities at end of year2020-06-30$23,709,187
Asset value of US Government securities at beginning of year2020-06-30$24,375,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-2,484,844
Net investment gain/loss from pooled separate accounts2020-06-30$0
Net investment gain or loss from common/collective trusts2020-06-30$82,331,504
Net gain/loss from 103.12 investment entities2020-06-30$-902,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$11,492,171
Employer contributions (assets) at end of year2020-06-30$890,328
Employer contributions (assets) at beginning of year2020-06-30$1,248,113
Income. Dividends from preferred stock2020-06-30$2,325
Income. Dividends from common stock2020-06-30$1,945,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$592,919,390
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$46,062,168
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$47,776,157
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$87,703,685
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$117,587,759
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$8,126,091
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$9,902,676
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$307,207,968
Aggregate carrying amount (costs) on sale of assets2020-06-30$328,166,496
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30WITHUMSMITH & BROWN
Accountancy firm EIN2020-06-30222027092
2019 : UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-30$-16,853,071
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$-7,278,834
Total unrealized appreciation/depreciation of assets2019-06-30$-24,131,905
Total transfer of assets to this plan2019-06-30$330,337
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$99,015,920
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$106,423,718
Total income from all sources (including contributions)2019-06-30$355,141,427
Total loss/gain on sale of assets2019-06-30$15,835,125
Total of all expenses incurred2019-06-30$597,152,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$565,669,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$243,812,283
Value of total assets at end of year2019-06-30$2,307,991,558
Value of total assets at beginning of year2019-06-30$2,557,079,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$31,482,856
Total income from rents2019-06-30$16,894,201
Total interest from all sources2019-06-30$3,922,356
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$8,840,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$5,467,097
Assets. Real estate other than employer real property at beginning of year2019-06-30$16,552,518
Administrative expenses professional fees incurred2019-06-30$1,696,771
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-06-30$165,065
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$555,556
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-06-30136192832
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at end of year2019-06-30$82,741,804
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$120,655,551
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$224,824,451
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$212,858,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$122,431,510
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$13,035,921
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$26,393,269
Other income not declared elsewhere2019-06-30$17,200,765
Administrative expenses (other) incurred2019-06-30$25,796,953
Liabilities. Value of operating payables at end of year2019-06-30$85,979,999
Liabilities. Value of operating payables at beginning of year2019-06-30$80,030,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-242,010,636
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,208,975,638
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,450,655,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Assets. partnership/joint venture interests at end of year2019-06-30$118,561,359
Assets. partnership/joint venture interests at beginning of year2019-06-30$146,186,366
Investment advisory and management fees2019-06-30$3,989,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$309,533,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$332,805,550
Interest earned on other investments2019-06-30$217,435
Income. Interest from US Government securities2019-06-30$361,630
Income. Interest from corporate debt instruments2019-06-30$3,249,413
Value of interest in common/collective trusts at end of year2019-06-30$1,175,933,744
Value of interest in common/collective trusts at beginning of year2019-06-30$1,170,668,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$1,612,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$6,162,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$6,162,541
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$93,878
Assets. Value of investments in 103.12 investment entities at end of year2019-06-30$205,859,435
Assets. Value of investments in 103.12 investment entities at beginning of year2019-06-30$288,347,852
Asset value of US Government securities at end of year2019-06-30$24,375,419
Asset value of US Government securities at beginning of year2019-06-30$15,639,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$-501,869
Net investment gain/loss from pooled separate accounts2019-06-30$0
Net investment gain or loss from common/collective trusts2019-06-30$74,901,096
Net gain/loss from 103.12 investment entities2019-06-30$-1,630,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$18,987,832
Employer contributions (assets) at end of year2019-06-30$1,248,113
Employer contributions (assets) at beginning of year2019-06-30$2,686,012
Income. Dividends from preferred stock2019-06-30$-156
Income. Dividends from common stock2019-06-30$3,373,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$565,669,207
Asset. Corporate debt instrument preferred debt at beginning of year2019-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$47,776,157
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$51,596,904
Contract administrator fees2019-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$117,587,759
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$268,105,243
Assets. Value of buildings and other operty used in plan operation at end of year2019-06-30$9,902,676
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-06-30$15,076,894
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$395,389,189
Aggregate carrying amount (costs) on sale of assets2019-06-30$379,554,064
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30WITHUMSMITH & BROWN
Accountancy firm EIN2019-06-30222027092
2018 : UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-06-30$-451,720
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$17,119,832
Total unrealized appreciation/depreciation of assets2018-06-30$16,668,112
Total transfer of assets to this plan2018-06-30$1,173,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$106,423,718
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$111,016,764
Total income from all sources (including contributions)2018-06-30$165,220,201
Total loss/gain on sale of assets2018-06-30$31,429,081
Total of all expenses incurred2018-06-30$640,237,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$613,836,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$33,948,215
Value of total assets at end of year2018-06-30$2,557,079,655
Value of total assets at beginning of year2018-06-30$3,035,517,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$26,401,292
Total income from rents2018-06-30$330,000
Total interest from all sources2018-06-30$4,323,989
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$14,733,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$7,590,230
Assets. Real estate other than employer real property at end of year2018-06-30$16,552,518
Assets. Real estate other than employer real property at beginning of year2018-06-30$16,368,147
Administrative expenses professional fees incurred2018-06-30$2,163,854
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-06-30$165,065
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-06-30$530,122
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$555,556
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-06-301269352232
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at end of year2018-06-30$120,655,551
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$124,218,876
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$3,880,972
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$122,431,510
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$191,267,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$26,393,269
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$24,880,255
Other income not declared elsewhere2018-06-30$20,510,592
Administrative expenses (other) incurred2018-06-30$19,554,034
Liabilities. Value of operating payables at end of year2018-06-30$80,030,449
Liabilities. Value of operating payables at beginning of year2018-06-30$86,136,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-475,017,779
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,450,655,937
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,924,500,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30Yes
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$146,186,366
Assets. partnership/joint venture interests at beginning of year2018-06-30$291,689,744
Investment advisory and management fees2018-06-30$4,683,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$332,805,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$628,693,139
Interest earned on other investments2018-06-30$246,833
Income. Interest from US Government securities2018-06-30$274,202
Income. Interest from corporate debt instruments2018-06-30$3,699,517
Value of interest in common/collective trusts at end of year2018-06-30$1,170,668,322
Value of interest in common/collective trusts at beginning of year2018-06-30$913,715,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$6,162,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$876,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$876,988
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$103,437
Assets. Value of investments in 103.12 investment entities at end of year2018-06-30$288,347,852
Assets. Value of investments in 103.12 investment entities at beginning of year2018-06-30$304,312,617
Asset value of US Government securities at end of year2018-06-30$15,639,327
Asset value of US Government securities at beginning of year2018-06-30$1,042,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$4,350,042
Net investment gain or loss from common/collective trusts2018-06-30$33,519,872
Net gain/loss from 103.12 investment entities2018-06-30$5,406,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$30,067,243
Employer contributions (assets) at end of year2018-06-30$2,686,012
Employer contributions (assets) at beginning of year2018-06-30$1,642,146
Income. Dividends from preferred stock2018-06-30$7,971
Income. Dividends from common stock2018-06-30$7,135,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$613,836,688
Asset. Corporate debt instrument preferred debt at end of year2018-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-06-30$947,384
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$51,596,904
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$45,137,942
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$268,105,243
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$496,190,329
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$15,076,894
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-06-30$18,883,866
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$1,381,484,806
Aggregate carrying amount (costs) on sale of assets2018-06-30$1,350,055,725
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30WITHUMSMITH & BROWN
Accountancy firm EIN2018-06-30222027092
2017 : UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-06-30$-34,830,266
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$65,989,322
Total unrealized appreciation/depreciation of assets2017-06-30$31,159,056
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$111,016,764
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$198,697,678
Total income from all sources (including contributions)2017-06-30$475,410,060
Total loss/gain on sale of assets2017-06-30$117,917,689
Total of all expenses incurred2017-06-30$691,187,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$662,028,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$172,054,840
Value of total assets at end of year2017-06-30$3,035,517,480
Value of total assets at beginning of year2017-06-30$3,338,976,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$29,158,926
Total income from rents2017-06-30$1,079,267
Total interest from all sources2017-06-30$3,731,203
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$27,635,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$16,286,824
Assets. Real estate other than employer real property at end of year2017-06-30$16,368,147
Assets. Real estate other than employer real property at beginning of year2017-06-30$49,798,788
Administrative expenses professional fees incurred2017-06-30$6,949,957
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-06-30$530,122
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-06-30$874,508
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$555,556
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Other investments not covered elsewhere at end of year2017-06-30$124,218,876
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$199,186,755
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$150,893,298
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$191,267,922
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$71,256,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$24,880,255
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$108,137,824
Other income not declared elsewhere2017-06-30$12,192,165
Administrative expenses (other) incurred2017-06-30$15,821,409
Liabilities. Value of operating payables at end of year2017-06-30$86,136,509
Liabilities. Value of operating payables at beginning of year2017-06-30$90,559,854
Total non interest bearing cash at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-215,777,657
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,924,500,716
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,140,278,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$291,689,744
Assets. partnership/joint venture interests at beginning of year2017-06-30$330,977,640
Investment advisory and management fees2017-06-30$6,387,560
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$628,693,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$661,805,273
Interest earned on other investments2017-06-30$240,867
Income. Interest from corporate debt instruments2017-06-30$3,453,894
Value of interest in common/collective trusts at end of year2017-06-30$913,715,518
Value of interest in common/collective trusts at beginning of year2017-06-30$993,780,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$876,988
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$1,597,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$1,597,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$36,442
Assets. Value of investments in 103.12 investment entities at end of year2017-06-30$304,312,617
Assets. Value of investments in 103.12 investment entities at beginning of year2017-06-30$317,493,141
Asset value of US Government securities at end of year2017-06-30$1,042,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$17,837,234
Net investment gain or loss from common/collective trusts2017-06-30$77,967,271
Net gain/loss from 103.12 investment entities2017-06-30$13,835,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$21,161,542
Employer contributions (assets) at end of year2017-06-30$1,642,146
Employer contributions (assets) at beginning of year2017-06-30$3,154,699
Income. Dividends from preferred stock2017-06-30$14,887
Income. Dividends from common stock2017-06-30$11,333,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$662,028,791
Asset. Corporate debt instrument preferred debt at end of year2017-06-30$947,384
Asset. Corporate debt instrument preferred debt at beginning of year2017-06-30$978,140
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$45,137,942
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$52,370,204
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$496,190,329
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$555,802,270
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$18,883,866
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$99,899,817
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$762,005,005
Aggregate carrying amount (costs) on sale of assets2017-06-30$644,087,316
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30WITHUMSMITH & BROWN, P.C.
Accountancy firm EIN2017-06-30222027092
2016 : UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-06-30$-38,479,423
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-101,720,639
Total unrealized appreciation/depreciation of assets2016-06-30$-140,200,062
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$198,697,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$92,430,188
Total income from all sources (including contributions)2016-06-30$45,509,635
Total loss/gain on sale of assets2016-06-30$101,770,787
Total of all expenses incurred2016-06-30$666,573,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$621,737,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$55,103,888
Value of total assets at end of year2016-06-30$3,338,976,051
Value of total assets at beginning of year2016-06-30$3,853,772,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$44,836,208
Total income from rents2016-06-30$5,497,670
Total interest from all sources2016-06-30$5,356,274
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$24,367,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$10,568,326
Assets. Real estate other than employer real property at end of year2016-06-30$49,798,788
Assets. Real estate other than employer real property at beginning of year2016-06-30$191,857,469
Administrative expenses professional fees incurred2016-06-30$4,267,615
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-06-30$874,508
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-06-30$1,363,549
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$555,556
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-06-301510460
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at end of year2016-06-30$199,186,755
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$20,417,149
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$71,256,132
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$55,091,955
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$108,137,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$25,263,091
Other income not declared elsewhere2016-06-30$16,050,277
Administrative expenses (other) incurred2016-06-30$33,398,222
Liabilities. Value of operating payables at end of year2016-06-30$90,559,854
Liabilities. Value of operating payables at beginning of year2016-06-30$67,167,097
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$35,218,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-621,063,897
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,140,278,373
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$3,761,342,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$330,977,640
Assets. partnership/joint venture interests at beginning of year2016-06-30$430,594,457
Investment advisory and management fees2016-06-30$7,170,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$661,805,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$738,662,040
Interest earned on other investments2016-06-30$305,880
Income. Interest from corporate debt instruments2016-06-30$4,993,523
Value of interest in common/collective trusts at end of year2016-06-30$993,780,723
Value of interest in common/collective trusts at beginning of year2016-06-30$1,233,600,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$1,597,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$1,908,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$1,908,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$56,871
Assets. Value of investments in 103.12 investment entities at end of year2016-06-30$317,493,141
Assets. Value of investments in 103.12 investment entities at beginning of year2016-06-30$368,037,167
Asset value of US Government securities at beginning of year2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-22,166,219
Net investment gain or loss from common/collective trusts2016-06-30$2,561,789
Net gain/loss from 103.12 investment entities2016-06-30$-2,832,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$55,103,888
Employer contributions (assets) at end of year2016-06-30$3,154,699
Employer contributions (assets) at beginning of year2016-06-30$6,804,851
Income. Dividends from preferred stock2016-06-30$49,188
Income. Dividends from common stock2016-06-30$13,750,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$621,737,324
Asset. Corporate debt instrument preferred debt at end of year2016-06-30$978,140
Asset. Corporate debt instrument preferred debt at beginning of year2016-06-30$3,554,988
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$52,370,204
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$61,326,420
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$555,802,270
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$702,090,080
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$99,899,817
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$3,244,668
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$725,954,265
Aggregate carrying amount (costs) on sale of assets2016-06-30$624,183,478
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30BOND BEEBE, P.C.
Accountancy firm EIN2016-06-30521044197
2015 : UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-06-30$9,235,870
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-1,501,392
Total unrealized appreciation/depreciation of assets2015-06-30$7,734,478
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$92,430,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$212,745,093
Total income from all sources (including contributions)2015-06-30$291,769,923
Total loss/gain on sale of assets2015-06-30$131,093,757
Total of all expenses incurred2015-06-30$648,538,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$618,468,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$97,051,007
Value of total assets at end of year2015-06-30$3,900,600,788
Value of total assets at beginning of year2015-06-30$4,377,684,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$30,070,206
Total interest from all sources2015-06-30$11,383,874
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$29,163,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$13,538,322
Assets. Real estate other than employer real property at end of year2015-06-30$191,857,469
Assets. Real estate other than employer real property at beginning of year2015-06-30$170,874,076
Administrative expenses professional fees incurred2015-06-30$899,590
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-06-30$1,363,549
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-06-30$3,142,954
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$555,556
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-06-3011975136
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30Yes
Amount of non-exempt transactions with any party-in-interest2015-06-30$90
Assets. Other investments not covered elsewhere at end of year2015-06-30$20,417,149
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$18,445,388
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$55,091,955
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$136,188,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$25,263,091
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$148,369,337
Other income not declared elsewhere2015-06-30$12,808,841
Administrative expenses (other) incurred2015-06-30$21,403,382
Liabilities. Value of operating payables at end of year2015-06-30$67,167,097
Liabilities. Value of operating payables at beginning of year2015-06-30$64,375,756
Total non interest bearing cash at end of year2015-06-30$82,046,836
Total non interest bearing cash at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-356,769,065
Value of net assets at end of year (total assets less liabilities)2015-06-30$3,808,170,600
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,164,939,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$430,594,457
Assets. partnership/joint venture interests at beginning of year2015-06-30$460,524,514
Investment advisory and management fees2015-06-30$7,767,234
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$738,662,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$876,676,318
Interest earned on other investments2015-06-30$7,504,292
Income. Interest from US Government securities2015-06-30$9,073
Income. Interest from corporate debt instruments2015-06-30$3,864,551
Value of interest in common/collective trusts at end of year2015-06-30$1,233,600,961
Value of interest in common/collective trusts at beginning of year2015-06-30$1,404,009,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$1,908,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$3,274,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$3,274,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$5,958
Assets. Value of investments in 103.12 investment entities at end of year2015-06-30$368,037,167
Assets. Value of investments in 103.12 investment entities at beginning of year2015-06-30$373,137,740
Asset value of US Government securities at end of year2015-06-30$0
Asset value of US Government securities at beginning of year2015-06-30$8,334,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-25,751,763
Net investment gain/loss from pooled separate accounts2015-06-30$0
Net investment gain or loss from common/collective trusts2015-06-30$14,487,021
Net gain/loss from 103.12 investment entities2015-06-30$13,799,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$97,051,007
Employer contributions (assets) at end of year2015-06-30$6,804,851
Employer contributions (assets) at beginning of year2015-06-30$8,227,524
Income. Dividends from preferred stock2015-06-30$73,832
Income. Dividends from common stock2015-06-30$15,551,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$618,468,782
Asset. Corporate debt instrument preferred debt at end of year2015-06-30$3,554,988
Asset. Corporate debt instrument preferred debt at beginning of year2015-06-30$1,122,295
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$61,326,420
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$66,196,881
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$702,090,080
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$744,338,773
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$3,244,668
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$103,190,966
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$615,938,916
Aggregate carrying amount (costs) on sale of assets2015-06-30$484,845,159
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30BOND BEEBE, P.C.
Accountancy firm EIN2015-06-30521044197
2014 : UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$11,297,313
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$121,798,305
Total unrealized appreciation/depreciation of assets2014-06-30$133,095,618
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$212,745,093
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$159,815,483
Total income from all sources (including contributions)2014-06-30$710,067,821
Total loss/gain on sale of assets2014-06-30$109,462,371
Total of all expenses incurred2014-06-30$642,227,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$609,835,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$105,526,612
Value of total assets at end of year2014-06-30$4,377,684,758
Value of total assets at beginning of year2014-06-30$4,256,914,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$32,392,086
Total interest from all sources2014-06-30$13,579,319
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$32,503,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$15,640,056
Assets. Real estate other than employer real property at end of year2014-06-30$170,874,076
Assets. Real estate other than employer real property at beginning of year2014-06-30$184,966,962
Administrative expenses professional fees incurred2014-06-30$1,537,405
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-06-30$3,142,954
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-06-30$3,326,371
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$555,556
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-06-3079715896
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30Yes
Amount of non-exempt transactions with any party-in-interest2014-06-30$1,455
Contributions received from participants2014-06-30$0
Assets. Other investments not covered elsewhere at end of year2014-06-30$18,445,388
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$13,410,421
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$136,188,644
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$64,953,631
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$148,369,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$98,801,307
Other income not declared elsewhere2014-06-30$16,423,625
Administrative expenses (other) incurred2014-06-30$23,001,893
Liabilities. Value of operating payables at end of year2014-06-30$64,375,756
Liabilities. Value of operating payables at beginning of year2014-06-30$61,014,176
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$228,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Income. Non cash contributions2014-06-30$0
Value of net income/loss2014-06-30$67,840,410
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,164,939,665
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,097,099,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-06-30$19,882
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$460,524,514
Assets. partnership/joint venture interests at beginning of year2014-06-30$484,651,256
Investment advisory and management fees2014-06-30$7,852,788
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$876,676,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$899,157,438
Interest on participant loans2014-06-30$0
Income. Interest from loans (other than to participants)2014-06-30$0
Interest earned on other investments2014-06-30$9,459,619
Income. Interest from US Government securities2014-06-30$3,514
Income. Interest from corporate debt instruments2014-06-30$4,110,595
Value of interest in common/collective trusts at end of year2014-06-30$1,404,009,664
Value of interest in common/collective trusts at beginning of year2014-06-30$1,352,769,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$3,274,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$1,908,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$1,908,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$5,591
Assets. Value of investments in 103.12 investment entities at end of year2014-06-30$373,137,740
Assets. Value of investments in 103.12 investment entities at beginning of year2014-06-30$337,356,506
Asset value of US Government securities at end of year2014-06-30$8,334,460
Asset value of US Government securities at beginning of year2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$75,104,925
Net investment gain/loss from pooled separate accounts2014-06-30$0
Net investment gain or loss from common/collective trusts2014-06-30$168,590,462
Net gain/loss from 103.12 investment entities2014-06-30$55,781,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$105,526,612
Employer contributions (assets) at end of year2014-06-30$8,227,524
Employer contributions (assets) at beginning of year2014-06-30$8,281,081
Income. Dividends from preferred stock2014-06-30$282,823
Income. Dividends from common stock2014-06-30$16,580,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$609,835,325
Asset. Corporate debt instrument preferred debt at end of year2014-06-30$1,122,295
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$245,349
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$66,196,881
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$67,873,900
Contract administrator fees2014-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$744,338,773
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$774,456,229
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$103,190,966
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$63,329,700
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$797,831,667
Aggregate carrying amount (costs) on sale of assets2014-06-30$688,369,296
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30BOND BEEBE, P.C.
Accountancy firm EIN2014-06-30521044197
2013 : UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$-8,388
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$55,172,291
Total unrealized appreciation/depreciation of assets2013-06-30$55,163,903
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$159,815,483
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$418,201,232
Total income from all sources (including contributions)2013-06-30$496,194,388
Total loss/gain on sale of assets2013-06-30$87,681,320
Total of all expenses incurred2013-06-30$607,584,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$573,260,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$115,418,130
Value of total assets at end of year2013-06-30$4,256,914,738
Value of total assets at beginning of year2013-06-30$4,626,690,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$34,324,692
Total interest from all sources2013-06-30$30,826,811
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$33,690,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$14,811,951
Assets. Real estate other than employer real property at end of year2013-06-30$184,966,962
Assets. Real estate other than employer real property at beginning of year2013-06-30$237,186,389
Administrative expenses professional fees incurred2013-06-30$5,137,704
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-06-30$3,326,371
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-06-30$1,644,867
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$555,556
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Assets. Other investments not covered elsewhere at end of year2013-06-30$13,410,421
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$24,616,578
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$64,953,631
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$79,543,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$98,801,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$351,103,721
Other income not declared elsewhere2013-06-30$12,089,912
Administrative expenses (other) incurred2013-06-30$17,523,772
Liabilities. Value of operating payables at end of year2013-06-30$61,014,176
Liabilities. Value of operating payables at beginning of year2013-06-30$67,097,511
Total non interest bearing cash at end of year2013-06-30$228,114
Total non interest bearing cash at beginning of year2013-06-30$757,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-111,390,509
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,097,099,255
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,208,489,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-06-30$19,882
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Assets. partnership/joint venture interests at end of year2013-06-30$484,651,256
Assets. partnership/joint venture interests at beginning of year2013-06-30$558,879,025
Investment advisory and management fees2013-06-30$11,663,216
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$899,157,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$520,862,073
Interest earned on other investments2013-06-30$15,851,029
Income. Interest from US Government securities2013-06-30$5,949,706
Income. Interest from corporate debt instruments2013-06-30$8,995,747
Value of interest in common/collective trusts at end of year2013-06-30$1,352,769,111
Value of interest in common/collective trusts at beginning of year2013-06-30$1,224,836,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$1,908,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$2,614,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$2,614,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$30,329
Assets. Value of investments in 103.12 investment entities at end of year2013-06-30$337,356,506
Assets. Value of investments in 103.12 investment entities at beginning of year2013-06-30$269,596,518
Asset value of US Government securities at end of year2013-06-30$0
Asset value of US Government securities at beginning of year2013-06-30$525,160,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$21,786,177
Net investment gain or loss from common/collective trusts2013-06-30$117,653,360
Net gain/loss from 103.12 investment entities2013-06-30$21,883,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$115,418,130
Employer contributions (assets) at end of year2013-06-30$8,281,081
Employer contributions (assets) at beginning of year2013-06-30$9,914,324
Income. Dividends from preferred stock2013-06-30$67,970
Income. Dividends from common stock2013-06-30$18,811,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$573,260,205
Asset. Corporate debt instrument preferred debt at end of year2013-06-30$245,349
Asset. Corporate debt instrument preferred debt at beginning of year2013-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$67,873,900
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$142,372,718
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$774,456,229
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$726,589,754
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$63,329,700
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$302,116,518
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$1,715,988,149
Aggregate carrying amount (costs) on sale of assets2013-06-30$1,628,306,829
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30BOND BEEBE, P.C.
Accountancy firm EIN2013-06-30521044197
2012 : UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$-2,044,000
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$115,932,217
Total unrealized appreciation/depreciation of assets2012-06-30$113,888,217
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$418,201,232
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$299,562,044
Total income from all sources (including contributions)2012-06-30$514,317,909
Total loss/gain on sale of assets2012-06-30$165,284,221
Total of all expenses incurred2012-06-30$726,970,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$685,401,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$129,211,672
Value of total assets at end of year2012-06-30$4,626,690,996
Value of total assets at beginning of year2012-06-30$4,720,704,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$41,569,256
Total interest from all sources2012-06-30$31,779,150
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$28,564,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$11,208,117
Assets. Real estate other than employer real property at end of year2012-06-30$237,186,389
Assets. Real estate other than employer real property at beginning of year2012-06-30$312,133,353
Administrative expenses professional fees incurred2012-06-30$1,485,601
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-06-30$1,644,867
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-06-30$2,417,695
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$625,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$24,616,578
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$15,144,329
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$79,543,920
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$107,248,418
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$351,103,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$241,636,067
Other income not declared elsewhere2012-06-30$5,094,247
Administrative expenses (other) incurred2012-06-30$26,991,611
Liabilities. Value of operating payables at end of year2012-06-30$67,097,511
Liabilities. Value of operating payables at beginning of year2012-06-30$57,925,977
Total non interest bearing cash at end of year2012-06-30$757,395
Total non interest bearing cash at beginning of year2012-06-30$13,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-212,652,711
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,208,489,764
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,421,142,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-06-30$454,506
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Assets. partnership/joint venture interests at end of year2012-06-30$558,879,025
Assets. partnership/joint venture interests at beginning of year2012-06-30$557,505,897
Investment advisory and management fees2012-06-30$13,092,044
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$520,862,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$533,414,249
Interest earned on other investments2012-06-30$13,629,344
Income. Interest from US Government securities2012-06-30$7,070,144
Income. Interest from corporate debt instruments2012-06-30$10,922,182
Value of interest in common/collective trusts at end of year2012-06-30$1,224,836,089
Value of interest in common/collective trusts at beginning of year2012-06-30$1,299,912,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$2,614,533
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$12,446,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$12,446,614
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$157,480
Assets. Value of investments in 103.12 investment entities at end of year2012-06-30$269,596,518
Assets. Value of investments in 103.12 investment entities at beginning of year2012-06-30$264,629,650
Asset value of US Government securities at end of year2012-06-30$525,160,295
Asset value of US Government securities at beginning of year2012-06-30$454,556,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-66,140,351
Net investment gain or loss from common/collective trusts2012-06-30$98,108,811
Net gain/loss from 103.12 investment entities2012-06-30$8,527,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$129,211,672
Employer contributions (assets) at end of year2012-06-30$9,914,324
Employer contributions (assets) at beginning of year2012-06-30$10,256,558
Income. Dividends from preferred stock2012-06-30$106,481
Income. Dividends from common stock2012-06-30$17,249,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$685,401,364
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$1,281,716
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$142,372,718
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$158,634,474
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$726,589,754
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$796,632,386
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$302,116,518
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$194,476,454
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$1,349,171,724
Aggregate carrying amount (costs) on sale of assets2012-06-30$1,183,887,503
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30BOND BEEBE, P.C.
Accountancy firm EIN2012-06-30521044197
2011 : UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$12,469,863
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$157,130,824
Total unrealized appreciation/depreciation of assets2011-06-30$169,600,687
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$299,562,044
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$268,558,680
Total income from all sources (including contributions)2011-06-30$849,145,473
Total loss/gain on sale of assets2011-06-30$145,485,790
Total of all expenses incurred2011-06-30$681,512,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$651,608,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$122,939,682
Value of total assets at end of year2011-06-30$4,720,704,519
Value of total assets at beginning of year2011-06-30$4,522,068,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$29,903,722
Total interest from all sources2011-06-30$31,856,001
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$25,451,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$7,502,180
Assets. Real estate other than employer real property at end of year2011-06-30$312,133,353
Assets. Real estate other than employer real property at beginning of year2011-06-30$351,481,047
Administrative expenses professional fees incurred2011-06-30$3,702,240
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-06-30$2,417,695
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-06-30$1,400,516
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$625,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Assets. Other investments not covered elsewhere at end of year2011-06-30$15,144,329
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$18,493,714
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$107,248,418
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$216,783,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$241,636,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$198,249,133
Other income not declared elsewhere2011-06-30$6,278,326
Administrative expenses (other) incurred2011-06-30$14,737,000
Liabilities. Value of operating payables at end of year2011-06-30$57,925,977
Liabilities. Value of operating payables at beginning of year2011-06-30$70,309,547
Total non interest bearing cash at end of year2011-06-30$13,087
Total non interest bearing cash at beginning of year2011-06-30$14,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$167,633,066
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,421,142,475
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,253,509,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-06-30$89,286
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$557,505,897
Assets. partnership/joint venture interests at beginning of year2011-06-30$471,597,000
Investment advisory and management fees2011-06-30$11,464,482
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$533,414,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$497,507,379
Interest earned on other investments2011-06-30$17,098,551
Income. Interest from US Government securities2011-06-30$4,327,572
Income. Interest from corporate debt instruments2011-06-30$10,283,254
Value of interest in common/collective trusts at end of year2011-06-30$1,299,912,871
Value of interest in common/collective trusts at beginning of year2011-06-30$1,235,506,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$12,446,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$2,139,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$2,139,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$146,624
Assets. Value of investments in 103.12 investment entities at end of year2011-06-30$264,629,650
Assets. Value of investments in 103.12 investment entities at beginning of year2011-06-30$186,577,210
Asset value of US Government securities at end of year2011-06-30$454,556,768
Asset value of US Government securities at beginning of year2011-06-30$501,153,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$83,306,612
Net investment gain or loss from common/collective trusts2011-06-30$211,590,430
Net gain/loss from 103.12 investment entities2011-06-30$52,636,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$122,939,682
Employer contributions (assets) at end of year2011-06-30$10,256,558
Employer contributions (assets) at beginning of year2011-06-30$10,460,408
Income. Dividends from preferred stock2011-06-30$65,358
Income. Dividends from common stock2011-06-30$17,883,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$651,608,685
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$1,281,716
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$1,413,633
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$158,634,474
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$152,368,055
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$796,632,386
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$790,289,904
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$194,476,454
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$84,881,035
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$1,359,044,517
Aggregate carrying amount (costs) on sale of assets2011-06-30$1,213,558,727
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30BOND BEEBE, P.C.
Accountancy firm EIN2011-06-30521044197
2010 : UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2010 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-06-302373453
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN

2021: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedYes
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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