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UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 401k Plan overview

Plan NameUNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988
Plan identification number 003

UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES - UMWA CASH DEFERRED SAVINGS PLAN OF 1988 has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES - UMWA CASH DEFERRED SAVINGS PLAN OF 1988
Employer identification number (EIN):526377947
NAIC Classification:212110
NAIC Description: Coal Mining

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01MICHEAL BUCKNER2023-09-25 MICHAEL O. MCKOWN2023-09-25
0032021-01-01MICHEAL BUCKNER2022-09-26 MICHAEL O. MCKOWN2022-09-26
0032020-01-01MICHAEL H. HOLLAND2021-09-29 MICHAEL O. MCKOWN2021-10-04
0032019-01-01MICHAEL H. HOLLAND2020-09-15 MICHAEL O. MCKOWN2020-09-17
0032018-01-01MICHAEL H. HOLLAND2019-09-23 MICHAEL O. MCKOWN2019-09-26
0032017-01-01
0032016-01-01
0032015-01-01MICHAEL H. HOLLAND
0032014-01-01MICHAEL H. HOLLAND
0032013-01-01
0032012-01-01MICHAEL H. HOLLAND DAVID M. YOUNG2013-10-14
0032011-01-01MICHAEL H. HOLLAND DAVID M. YOUNG2012-10-12
0032009-01-01B.V. HYLER, TRUSTEE MICHAEL H. HOLLAND, TRUSTEE2010-10-15
0032009-01-01B.V. HYLER, TRUSTEE MICHAEL H. HOLLAND, TRUSTEE2010-10-15

Plan Statistics for UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988

401k plan membership statisitcs for UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988

Measure Date Value
2022: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2022 401k membership
Total participants, beginning-of-year2022-01-014,834
Total number of active participants reported on line 7a of the Form 55002022-01-011,587
Number of retired or separated participants receiving benefits2022-01-01101
Number of other retired or separated participants entitled to future benefits2022-01-013,333
Total of all active and inactive participants2022-01-015,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015,021
Number of participants with account balances2022-01-015,021
Number of employers contributing to the scheme2022-01-019
2021: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2021 401k membership
Total participants, beginning-of-year2021-01-015,729
Total number of active participants reported on line 7a of the Form 55002021-01-011,541
Number of retired or separated participants receiving benefits2021-01-01108
Number of other retired or separated participants entitled to future benefits2021-01-013,208
Total of all active and inactive participants2021-01-014,857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014,857
Number of participants with account balances2021-01-014,834
Number of employers contributing to the scheme2021-01-019
2020: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2020 401k membership
Total participants, beginning-of-year2020-01-015,929
Total number of active participants reported on line 7a of the Form 55002020-01-012,173
Number of retired or separated participants receiving benefits2020-01-01111
Number of other retired or separated participants entitled to future benefits2020-01-013,445
Total of all active and inactive participants2020-01-015,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015,729
Number of participants with account balances2020-01-015,729
Number of employers contributing to the scheme2020-01-019
2019: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2019 401k membership
Total participants, beginning-of-year2019-01-014,493
Total number of active participants reported on line 7a of the Form 55002019-01-011,991
Number of retired or separated participants receiving benefits2019-01-01125
Number of other retired or separated participants entitled to future benefits2019-01-013,813
Total of all active and inactive participants2019-01-015,929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015,929
Number of participants with account balances2019-01-015,929
Number of employers contributing to the scheme2019-01-018
2018: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2018 401k membership
Total participants, beginning-of-year2018-01-014,106
Total number of active participants reported on line 7a of the Form 55002018-01-012,349
Number of retired or separated participants receiving benefits2018-01-01125
Number of other retired or separated participants entitled to future benefits2018-01-012,019
Total of all active and inactive participants2018-01-014,493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014,493
Number of participants with account balances2018-01-014,316
Number of employers contributing to the scheme2018-01-0110
2017: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2017 401k membership
Total participants, beginning-of-year2017-01-017,654
Total number of active participants reported on line 7a of the Form 55002017-01-012,163
Number of retired or separated participants receiving benefits2017-01-01174
Number of other retired or separated participants entitled to future benefits2017-01-011,769
Total of all active and inactive participants2017-01-014,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014,106
Number of participants with account balances2017-01-014,229
Number of employers contributing to the scheme2017-01-0112
2016: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2016 401k membership
Total participants, beginning-of-year2016-01-019,855
Total number of active participants reported on line 7a of the Form 55002016-01-015,253
Number of retired or separated participants receiving benefits2016-01-01139
Number of other retired or separated participants entitled to future benefits2016-01-012,262
Total of all active and inactive participants2016-01-017,654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017,654
Number of participants with account balances2016-01-016,907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0118
2015: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2015 401k membership
Total participants, beginning-of-year2015-01-019,156
Total number of active participants reported on line 7a of the Form 55002015-01-017,295
Number of retired or separated participants receiving benefits2015-01-01143
Number of other retired or separated participants entitled to future benefits2015-01-012,417
Total of all active and inactive participants2015-01-019,855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019,855
Number of participants with account balances2015-01-018,439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0126
2014: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2014 401k membership
Total participants, beginning-of-year2014-01-0110,275
Total number of active participants reported on line 7a of the Form 55002014-01-018,066
Number of retired or separated participants receiving benefits2014-01-01147
Number of other retired or separated participants entitled to future benefits2014-01-01943
Total of all active and inactive participants2014-01-019,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019,156
Number of participants with account balances2014-01-019,156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0128
2013: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2013 401k membership
Total participants, beginning-of-year2013-01-0111,920
Total number of active participants reported on line 7a of the Form 55002013-01-019,166
Number of retired or separated participants receiving benefits2013-01-01138
Number of other retired or separated participants entitled to future benefits2013-01-01961
Total of all active and inactive participants2013-01-0110,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0110
Total participants2013-01-0110,275
Number of participants with account balances2013-01-019,175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0132
2012: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2012 401k membership
Total participants, beginning-of-year2012-01-0111,886
Total number of active participants reported on line 7a of the Form 55002012-01-0110,923
Number of retired or separated participants receiving benefits2012-01-01153
Number of other retired or separated participants entitled to future benefits2012-01-01842
Total of all active and inactive participants2012-01-0111,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-0111,920
Number of participants with account balances2012-01-019,381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0132
2011: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2011 401k membership
Total participants, beginning-of-year2011-01-0111,487
Total number of active participants reported on line 7a of the Form 55002011-01-0111,025
Number of retired or separated participants receiving benefits2011-01-01150
Number of other retired or separated participants entitled to future benefits2011-01-01711
Total of all active and inactive participants2011-01-0111,886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111,886
Number of participants with account balances2011-01-017,170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-0135
2009: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2009 401k membership
Total participants, beginning-of-year2009-01-0115,482
Total number of active participants reported on line 7a of the Form 55002009-01-0111,307
Number of retired or separated participants receiving benefits2009-01-0175
Number of other retired or separated participants entitled to future benefits2009-01-01469
Total of all active and inactive participants2009-01-0111,851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0110
Total participants2009-01-0111,861
Number of participants with account balances2009-01-015,234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0136

Financial Data on UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988

Measure Date Value
2022 : UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$943,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$935,577
Total income from all sources (including contributions)2022-12-31$-14,086,957
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$21,585,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$21,141,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,089,779
Value of total assets at end of year2022-12-31$190,297,277
Value of total assets at beginning of year2022-12-31$225,962,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$444,406
Total interest from all sources2022-12-31$466,203
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,085,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,085,848
Administrative expenses professional fees incurred2022-12-31$38,298
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$555,556
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,677,771
Participant contributions at end of year2022-12-31$162,418
Participant contributions at beginning of year2022-12-31$85,912
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$207,124
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$5,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$920,272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$909,758
Administrative expenses (other) incurred2022-12-31$406,108
Liabilities. Value of operating payables at end of year2022-12-31$22,853
Liabilities. Value of operating payables at beginning of year2022-12-31$25,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-35,672,464
Value of net assets at end of year (total assets less liabilities)2022-12-31$189,354,152
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$225,026,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$157,424,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$194,917,991
Interest earned on other investments2022-12-31$466,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$31,876,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$30,260,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-34,728,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$12,204,884
Employer contributions (assets) at end of year2022-12-31$828,940
Employer contributions (assets) at beginning of year2022-12-31$697,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$21,141,101
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH+BROWN
Accountancy firm EIN2022-12-31222027092
2021 : UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$935,577
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$814,176
Total income from all sources (including contributions)2021-12-31$47,644,508
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$21,411,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$20,940,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$16,601,649
Value of total assets at end of year2021-12-31$225,962,193
Value of total assets at beginning of year2021-12-31$199,607,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$471,149
Total interest from all sources2021-12-31$417,894
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,313,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,313,406
Administrative expenses professional fees incurred2021-12-31$37,805
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$555,556
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,694,121
Participant contributions at end of year2021-12-31$85,912
Participant contributions at beginning of year2021-12-31$141,328
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$52
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$909,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$790,214
Administrative expenses (other) incurred2021-12-31$433,344
Liabilities. Value of operating payables at end of year2021-12-31$25,819
Liabilities. Value of operating payables at beginning of year2021-12-31$23,962
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$26,233,345
Value of net assets at end of year (total assets less liabilities)2021-12-31$225,026,616
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$198,793,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$194,917,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$168,210,218
Interest earned on other investments2021-12-31$417,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$30,260,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$30,551,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$24,311,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$12,907,528
Employer contributions (assets) at end of year2021-12-31$697,294
Employer contributions (assets) at beginning of year2021-12-31$704,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$20,940,014
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUMSMITH+BROWN
Accountancy firm EIN2021-12-31222027092
2020 : UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$814,176
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$808,212
Total income from all sources (including contributions)2020-12-31$32,085,930
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$53,333,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$52,907,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,702,019
Value of total assets at end of year2020-12-31$199,607,447
Value of total assets at beginning of year2020-12-31$220,849,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$425,956
Total interest from all sources2020-12-31$592,508
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,272,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,272,754
Administrative expenses professional fees incurred2020-12-31$35,714
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$555,556
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,051,558
Participant contributions at end of year2020-12-31$141,328
Participant contributions at beginning of year2020-12-31$166,657
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$337,500
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$52
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$790,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$758,055
Administrative expenses (other) incurred2020-12-31$390,242
Liabilities. Value of operating payables at end of year2020-12-31$23,962
Liabilities. Value of operating payables at beginning of year2020-12-31$50,157
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-21,247,659
Value of net assets at end of year (total assets less liabilities)2020-12-31$198,793,271
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$220,040,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$168,210,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$188,440,976
Interest earned on other investments2020-12-31$592,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$30,551,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$31,931,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,518,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,312,961
Employer contributions (assets) at end of year2020-12-31$704,658
Employer contributions (assets) at beginning of year2020-12-31$308,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$52,907,633
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WITHUMSMITH+BROWN
Accountancy firm EIN2020-12-31222027092
2019 : UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$808,212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$779,748
Total income from all sources (including contributions)2019-12-31$50,856,527
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$38,110,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$37,684,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,728,912
Value of total assets at end of year2019-12-31$220,849,142
Value of total assets at beginning of year2019-12-31$208,074,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$426,361
Total interest from all sources2019-12-31$614,374
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,381,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,381,818
Administrative expenses professional fees incurred2019-12-31$31,186
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$555,556
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,923,024
Participant contributions at end of year2019-12-31$166,657
Participant contributions at beginning of year2019-12-31$151,913
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,119
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,734
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$758,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$757,654
Administrative expenses (other) incurred2019-12-31$395,175
Liabilities. Value of operating payables at end of year2019-12-31$50,157
Liabilities. Value of operating payables at beginning of year2019-12-31$22,094
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,746,081
Value of net assets at end of year (total assets less liabilities)2019-12-31$220,040,930
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$207,294,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$188,440,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$171,800,975
Interest earned on other investments2019-12-31$614,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$31,931,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$35,675,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$34,131,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,778,769
Employer contributions (assets) at end of year2019-12-31$308,426
Employer contributions (assets) at beginning of year2019-12-31$443,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$37,684,085
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WITHUMSMITH+BROWN
Accountancy firm EIN2019-12-31222027092
2018 : UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$779,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$770,316
Total income from all sources (including contributions)2018-12-31$5,864,587
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$29,026,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$28,598,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,523,832
Value of total assets at end of year2018-12-31$208,074,597
Value of total assets at beginning of year2018-12-31$231,226,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$427,214
Total interest from all sources2018-12-31$606,049
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,990,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,990,473
Administrative expenses professional fees incurred2018-12-31$33,956
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$555,556
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,436,240
Participant contributions at end of year2018-12-31$151,913
Participant contributions at beginning of year2018-12-31$309,547
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$618
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,388
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,121
Other income not declared elsewhere2018-12-31$1,235
Administrative expenses (other) incurred2018-12-31$393,258
Liabilities. Value of operating payables at end of year2018-12-31$779,748
Liabilities. Value of operating payables at beginning of year2018-12-31$770,316
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-23,161,544
Value of net assets at end of year (total assets less liabilities)2018-12-31$207,294,849
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$230,456,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$171,800,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$192,061,100
Interest earned on other investments2018-12-31$606,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$35,675,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$38,533,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,257,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$8,086,974
Employer contributions (assets) at end of year2018-12-31$443,461
Employer contributions (assets) at beginning of year2018-12-31$321,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$28,598,917
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WITHUMSMITH & BROWN
Accountancy firm EIN2018-12-31222027092
2017 : UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$770,316
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$551,529
Total income from all sources (including contributions)2017-12-31$38,326,999
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$33,446,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$32,922,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,075,046
Value of total assets at end of year2017-12-31$231,226,709
Value of total assets at beginning of year2017-12-31$226,127,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$523,413
Total interest from all sources2017-12-31$595,344
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,707,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,707,314
Administrative expenses professional fees incurred2017-12-31$32,662
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$555,556
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,958,065
Participant contributions at end of year2017-12-31$309,547
Participant contributions at beginning of year2017-12-31$236,042
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$60,850
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,121
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$6,542
Administrative expenses (other) incurred2017-12-31$490,751
Liabilities. Value of operating payables at end of year2017-12-31$770,316
Liabilities. Value of operating payables at beginning of year2017-12-31$551,529
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$36,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,880,772
Value of net assets at end of year (total assets less liabilities)2017-12-31$230,456,393
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$225,575,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$192,061,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$181,551,225
Interest earned on other investments2017-12-31$595,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$38,533,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$43,926,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$22,949,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,056,131
Employer contributions (assets) at end of year2017-12-31$321,025
Employer contributions (assets) at beginning of year2017-12-31$370,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$32,922,814
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WITHUMSMITH & BROWN
Accountancy firm EIN2017-12-31222027092
2016 : UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$551,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$539,824
Total income from all sources (including contributions)2016-12-31$29,678,418
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$71,797,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$71,405,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,169,140
Value of total assets at end of year2016-12-31$226,127,150
Value of total assets at beginning of year2016-12-31$268,234,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$391,717
Total interest from all sources2016-12-31$672,954
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,201,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,201,525
Administrative expenses professional fees incurred2016-12-31$30,917
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$555,556
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,995,097
Participant contributions at end of year2016-12-31$236,042
Participant contributions at beginning of year2016-12-31$427,184
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$6,542
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$8,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$360,800
Liabilities. Value of operating payables at end of year2016-12-31$551,529
Liabilities. Value of operating payables at beginning of year2016-12-31$539,824
Total non interest bearing cash at end of year2016-12-31$36,213
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-42,118,963
Value of net assets at end of year (total assets less liabilities)2016-12-31$225,575,621
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$267,694,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$181,551,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$219,045,721
Interest earned on other investments2016-12-31$672,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$43,926,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$48,049,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,634,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,174,043
Employer contributions (assets) at end of year2016-12-31$370,265
Employer contributions (assets) at beginning of year2016-12-31$703,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$71,405,664
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BOND BEEBE, P.C.
Accountancy firm EIN2016-12-31521044197
2015 : UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$539,824
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$530,520
Total income from all sources (including contributions)2015-12-31$26,136,395
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$65,112,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$64,667,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$24,979,410
Value of total assets at end of year2015-12-31$268,234,408
Value of total assets at beginning of year2015-12-31$307,201,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$445,064
Total interest from all sources2015-12-31$735,430
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,008,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,008,114
Administrative expenses professional fees incurred2015-12-31$33,067
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$555,556
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$9,786,681
Participant contributions at end of year2015-12-31$427,184
Participant contributions at beginning of year2015-12-31$582,638
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$8,834
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$20,723
Administrative expenses (other) incurred2015-12-31$411,997
Liabilities. Value of operating payables at end of year2015-12-31$539,824
Liabilities. Value of operating payables at beginning of year2015-12-31$509,797
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$246,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-38,975,904
Value of net assets at end of year (total assets less liabilities)2015-12-31$267,694,584
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$306,670,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$219,045,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$248,824,736
Interest earned on other investments2015-12-31$735,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$48,049,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$56,021,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,586,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$15,192,729
Employer contributions (assets) at end of year2015-12-31$703,248
Employer contributions (assets) at beginning of year2015-12-31$1,518,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$64,667,235
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BOND BEEBE, P.C.
Accountancy firm EIN2015-12-31521044197
2014 : UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$530,520
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$478,790
Total income from all sources (including contributions)2014-12-31$54,595,962
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$41,300,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$40,818,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$30,263,415
Value of total assets at end of year2014-12-31$307,201,008
Value of total assets at beginning of year2014-12-31$293,853,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$482,290
Total interest from all sources2014-12-31$851,943
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,754,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,754,795
Administrative expenses professional fees incurred2014-12-31$36,431
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$555,556
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$11,827,773
Participant contributions at end of year2014-12-31$582,638
Participant contributions at beginning of year2014-12-31$479,504
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,290
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$36
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$20,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$42,841
Administrative expenses (other) incurred2014-12-31$445,859
Liabilities. Value of operating payables at end of year2014-12-31$509,797
Liabilities. Value of operating payables at beginning of year2014-12-31$435,949
Total non interest bearing cash at end of year2014-12-31$246,727
Total non interest bearing cash at beginning of year2014-12-31$213,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$13,295,279
Value of net assets at end of year (total assets less liabilities)2014-12-31$306,670,488
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$293,375,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$248,824,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$231,991,638
Interest earned on other investments2014-12-31$851,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$56,021,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$60,376,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$18,725,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$18,435,642
Employer contributions (assets) at end of year2014-12-31$1,518,935
Employer contributions (assets) at beginning of year2014-12-31$793,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$40,818,393
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BOND BEEBE, P.C.
Accountancy firm EIN2014-12-31521044197
2013 : UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$478,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$702,578
Total income from all sources (including contributions)2013-12-31$68,372,400
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$32,736,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$32,213,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$27,159,756
Value of total assets at end of year2013-12-31$293,853,999
Value of total assets at beginning of year2013-12-31$258,441,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$522,816
Total interest from all sources2013-12-31$456,213
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,371,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,371,984
Administrative expenses professional fees incurred2013-12-31$103,631
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$555,556
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$13,754,271
Participant contributions at end of year2013-12-31$479,504
Participant contributions at beginning of year2013-12-31$459,386
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$36
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$16,613
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$42,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$208,252
Other income not declared elsewhere2013-12-31$757
Administrative expenses (other) incurred2013-12-31$419,185
Liabilities. Value of operating payables at end of year2013-12-31$435,949
Liabilities. Value of operating payables at beginning of year2013-12-31$494,326
Total non interest bearing cash at end of year2013-12-31$213,220
Total non interest bearing cash at beginning of year2013-12-31$26,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$35,636,189
Value of net assets at end of year (total assets less liabilities)2013-12-31$293,375,209
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$257,739,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$231,991,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$210,118,180
Interest earned on other investments2013-12-31$456,213
Value of interest in common/collective trusts at beginning of year2013-12-31$46,849,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$60,376,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$35,951,479
Net investment gain or loss from common/collective trusts2013-12-31$432,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$13,405,485
Employer contributions (assets) at end of year2013-12-31$793,530
Employer contributions (assets) at beginning of year2013-12-31$971,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$32,213,395
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BOND BEEBE, P.C.
Accountancy firm EIN2013-12-31521044197
2012 : UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$702,578
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$603,890
Total income from all sources (including contributions)2012-12-31$51,003,545
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$28,711,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$27,985,979
Value of total corrective distributions2012-12-31$177,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$29,613,375
Value of total assets at end of year2012-12-31$258,441,598
Value of total assets at beginning of year2012-12-31$236,050,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$547,722
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,748,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,748,864
Administrative expenses professional fees incurred2012-12-31$176,819
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$625,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$15,266,294
Participant contributions at end of year2012-12-31$459,386
Participant contributions at beginning of year2012-12-31$441,929
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$16,613
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$58
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$208,252
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$30,781
Other income not declared elsewhere2012-12-31$58
Administrative expenses (other) incurred2012-12-31$370,903
Liabilities. Value of operating payables at end of year2012-12-31$494,326
Liabilities. Value of operating payables at beginning of year2012-12-31$573,109
Total non interest bearing cash at end of year2012-12-31$26,346
Total non interest bearing cash at beginning of year2012-12-31$194,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$22,292,373
Value of net assets at end of year (total assets less liabilities)2012-12-31$257,739,020
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$235,446,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$210,118,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$189,274,202
Value of interest in common/collective trusts at end of year2012-12-31$46,849,545
Value of interest in common/collective trusts at beginning of year2012-12-31$45,994,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$15,607,975
Net investment gain or loss from common/collective trusts2012-12-31$1,033,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$14,347,081
Employer contributions (assets) at end of year2012-12-31$971,528
Employer contributions (assets) at beginning of year2012-12-31$144,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$27,985,979
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BOND BEEBE, P.C.
Accountancy firm EIN2012-12-31521044197
2011 : UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$603,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$845,571
Total income from all sources (including contributions)2011-12-31$27,888,593
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$26,071,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$25,668,771
Value of total corrective distributions2011-12-31$30,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$21,617,369
Value of total assets at end of year2011-12-31$236,050,537
Value of total assets at beginning of year2011-12-31$234,475,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$372,416
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,346,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,346,342
Administrative expenses professional fees incurred2011-12-31$172,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$625,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$15,027,649
Participant contributions at end of year2011-12-31$441,929
Participant contributions at beginning of year2011-12-31$118,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$58
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$30,781
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$371,212
Other income not declared elsewhere2011-12-31$330
Administrative expenses (other) incurred2011-12-31$200,416
Liabilities. Value of operating payables at end of year2011-12-31$573,109
Liabilities. Value of operating payables at beginning of year2011-12-31$474,359
Total non interest bearing cash at end of year2011-12-31$194,947
Total non interest bearing cash at beginning of year2011-12-31$134,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,816,625
Value of net assets at end of year (total assets less liabilities)2011-12-31$235,446,647
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$233,630,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$189,274,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$190,644,198
Value of interest in common/collective trusts at end of year2011-12-31$45,994,943
Value of interest in common/collective trusts at beginning of year2011-12-31$43,467,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$873,597
Net investment gain or loss from common/collective trusts2011-12-31$1,050,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,589,720
Employer contributions (assets) at end of year2011-12-31$144,458
Employer contributions (assets) at beginning of year2011-12-31$110,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$25,668,771
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BOND BEEBE, P.C.
Accountancy firm EIN2011-12-31521044197
2010 : UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$845,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$710,600
Total income from all sources (including contributions)2010-12-31$39,982,237
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$22,610,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$22,118,390
Value of total corrective distributions2010-12-31$129,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$19,013,801
Value of total assets at end of year2010-12-31$234,475,593
Value of total assets at beginning of year2010-12-31$216,968,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$363,068
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,193,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$4,193,931
Administrative expenses professional fees incurred2010-12-31$185,400
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$625,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$14,018,757
Participant contributions at end of year2010-12-31$118,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$371,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$51,936
Administrative expenses (other) incurred2010-12-31$177,668
Liabilities. Value of operating payables at end of year2010-12-31$474,359
Liabilities. Value of operating payables at beginning of year2010-12-31$658,664
Total non interest bearing cash at end of year2010-12-31$134,382
Total non interest bearing cash at beginning of year2010-12-31$13,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$17,371,654
Value of net assets at end of year (total assets less liabilities)2010-12-31$233,630,022
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$216,258,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$190,644,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$174,113,168
Value of interest in common/collective trusts at end of year2010-12-31$43,467,570
Value of interest in common/collective trusts at beginning of year2010-12-31$42,842,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$15,905,227
Net investment gain or loss from common/collective trusts2010-12-31$869,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,995,044
Employer contributions (assets) at end of year2010-12-31$110,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$22,118,390
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BOND BEEBE, P.C.
Accountancy firm EIN2010-12-31521044197
2009 : UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988

2022: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT WESTERN (National Association of Insurance Commissioners NAIC id number: 51851 )
Policy contract number007165
Policy instance 1
Insurance contract or identification number007165
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007165
Policy instance 1
Insurance contract or identification number007165
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007165
Policy instance 1
Insurance contract or identification number007165
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007165
Policy instance 1
Insurance contract or identification number007165
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007165
Policy instance 1
Insurance contract or identification number007165
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007165
Policy instance 1
Insurance contract or identification number007165
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007165
Policy instance 1
Insurance contract or identification number007165
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007165
Policy instance 1
Insurance contract or identification number007165
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007165
Policy instance 1
Insurance contract or identification number007165
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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