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Original filing (PDF)20250414101657NAL0000717667001
UMWA 1974 PENSION TRUST BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN
Defined-benefit pension plan
Signals · 1
97 service providers
Active participants
58
Accounts w/ balance
—
Plan assets (EOY)
$3.5B
Net assets (EOY)
$3.4B
How this plan invests
This plan
18 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 998% above peer band of 5 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UMWA 1974 PENSION TRUST BOARD OF TRUSTEES.
Plan sponsor
Name
UMWA 1974 PENSION TRUST BOARD OF TRUSTEES
EIN
52-1050282
Address
2121 K STREET N.W. SUITE 350 · WASHINGTON, DC · 200371879
Phone
(800) 291-1425
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
97 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 1974 PENSION TRUST TRUSTEES | 52-6150908 | — | UMWA FUND TRUSTEES | $152K | — |
Other
96| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 1974 PENSION TRUST EMPLOYEES | 52-6150908 | — | UMWA FUND EMPLOYEES | $9.0M | — |
| MORGAN LEWIS & BOCKIUS | 23-0891050 | — | NONE | $2.0M | — |
| PENSION BENEFIT INFORMATION | 94-2856521 | — | NONE | $710K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $561K | — |
| INVESCO CAPITAL MANAGEMENT | 58-1707262 | — | NONE | $514K | — |
| MOONEY GREEN SAINDON | 52-1182494 | — | NONE | $442K | — |
| PINEBRIDGE INVESTMENTS | 06-1078320 | — | NONE | $429K | — |
| JP MORGAN INVESTMENT MANAGEMENT INC | 12-3200244 | — | NONE | $304K | — |
| WITHUMSMITH+BROWN | 22-2027092 | — | NONE | $274K | — |
| CITY OF LONDON INVESTMENT | — | — | NONE | $251K | — |
| INSIGHT DIRECT USA INC | 36-3948996 | — | NONE | $236K | — |
| BLACKROCK | 30-0587659 | — | NONE | $229K | — |
| STATE STREET RESEARCH MANAGEMENT CO | 13-3142135 | — | NONE | $220K | — |
| LSV ASSET MANAGEMENT | 23-2772200 | — | NONE | $199K | — |
| UNITED ACTUARIAL SERVICES INC | 35-2156428 | — | NONE | $183K | — |
| STEPTOE & JOHNSON LLP | 52-1349790 | — | NONE | $177K | — |
| ARGUS INV COUNSEL INC | 13-1931123 | — | NONE | $158K | — |
| VERIZON BUSINESS | 47-0751768 | — | NONE | $157K | — |
| MICROSOFT CORPORATION | 91-1144442 | — | NONE | $153K | — |
| UBS GLOBAL ASSET MANAGEMENT | 36-3718331 | — | NONE | $142K | — |
| BLOOMBERG FINANCE LP | 13-3417984 | — | NONE | $134K | — |
| BLACKROCK | 94-3112180 | — | NONE | $132K | — |
| ARTHUR DIAMOND INC | 52-0937528 | — | NONE | $122K | — |
| GOLDMAN SACHS ASSET MANAGEMENT | 13-3575636 | — | NONE | $121K | — |
| FENG WAN-TANG | — | WASHINGTON, DC | NONE | $105K | — |
| JONES NANCY C | — | WASHINGTON, DC | NONE | $88K | — |
| THE BRATTLE GROUP INC | 04-3254813 | — | NONE | $86K | — |
| YANG WEI-CHIEN | — | WASHINGTON, DC | NONE | $80K | — |
| SOVOS COMPLIANCE LLC | 46-1379693 | — | NONE | $78K | — |
| LOOMIS SAYLES | 04-3200030 | — | NONE | $75K | — |
| RONCOLI GUILLERMO | — | WASHINGTON, DC | NONE | $75K | — |
| SINCLAIR LAW FIRM LLC | 27-3478100 | — | NONE | $71K | — |
| BAILEY CAVALIERI | 16-1675009 | — | NONE | $69K | — |
| SEGAL GROUP INC | 13-1835864 | — | NONE | $68K | — |
| MORET LAURIE B CONSULTING | 83-4052856 | — | NONE | $67K | — |
| BULBIN YURY | — | WASHINGTON, DC | NONE | $67K | — |
| RV KUHNS & ASSOCIATION | 93-0910652 | — | NONE | $65K | — |
| DIMENSIONAL FUND ADVISORS LP | 22-2370029 | — | NONE | $64K | — |
| T ROWE PRICE STABLE ASSET MGMT INC | 52-0556948 | — | NONE | $58K | — |
| MILLIMAN INC | 91-0675641 | — | NONE | $57K | — |
| FIDUCIARYVEST LLC | 20-2217636 | — | NONE | $55K | — |
| CHUBB & SON | 13-1963496 | — | NONE | $53K | — |
| LINKEDIN CORPORATION | 47-0912023 | — | NONE | $50K | — |
| KELLY PRESS INC | 52-0975591 | — | NONE | $46K | — |
| RAPID7 LLC | 74-3111935 | — | NONE | $44K | — |
| MOBILE MENTOR INC | 36-4865064 | — | NONE | $39K | — |
| AON CONSULTING INC | 22-2232264 | — | NONE | $39K | — |
| RELX INC DBA LEXIS | 52-1471842 | — | NONE | $34K | — |
| ASCENTIS | 91-1630801 | — | NONE | $34K | — |
| WILSHIRE ASSOCIATES INC | 95-2755361 | — | NONE | $32K | — |
| INTEGRAL FEDERAL INC | 52-2081090 | — | NONE | $30K | — |
| AMERICAN ARBITRATION ASSOCIATION | 13-0429745 | — | NONE | $30K | — |
| BACKSTOP SOLUTIONS GROUP LLC | 20-0199997 | — | NONE | $29K | — |
| INTEGRAL CONSULTING SERVICES INC | 52-2081090 | — | NONE | $27K | — |
| KNOWLEDGELAKE INC | 43-1869684 | — | NONE | $27K | — |
| DAVIE KAREN | — | WASHINGTON, DC | NONE | $26K | — |
| INFO TECH RESEARCH GROUP INC | 20-4312071 | — | NONE | $26K | — |
| GLOBAL TRADING ANALYTICS | 20-2368007 | — | NONE | $25K | — |
| QUINN CONNOR WEAVER | 63-0917236 | — | NONE | $23K | — |
| REFINITIV US LLC | 20-4530702 | — | NONE | $19K | — |
| HANLON MCCORMICK SCHRAMM | 34-1456380 | — | NONE | $19K | — |
| NMS IMAGING INC | 52-0913097 | — | NONE | $17K | — |
| STOVER DALE R | — | WASHINGTON, DC | NONE | $17K | — |
| OPENTEXT INC | 46-0525483 | — | NONE | $17K | — |
| AUDIT BOARD INC. | 47-1299245 | — | NONE | $17K | — |
| SYNTELLIS PERFORMANCE | 85-1377808 | — | NONE | $16K | — |
| UNITED PARCEL SERVICE | 36-2407381 | — | NONE | $16K | — |
| KOHO CONSULTING INC | 88-0749605 | — | NONE | $16K | — |
| DOYLE PRINTING & OFFSET CO INC | 53-0191325 | — | NONE | $14K | — |
| CONCUR TECHNOLOGIES INC | 91-1608052 | — | NONE | $14K | — |
| SAS INSTITUTE INC | 56-1133017 | — | NONE | $14K | — |
| DATABANK IMX LLC | 52-1729143 | — | NONE | $14K | — |
| SCHNEIDER DOWNS & CO INC | 25-1408703 | — | NONE | $14K | — |
| IVANTI INC | 30-0110335 | — | NONE | $12K | — |
| HFR INC | 36-3939211 | — | NONE | $12K | — |
| BLACKBAUD INC | 74-2947183 | — | NONE | $12K | — |
| KRA ETHAN E | — | WASHINGTON, DC | NONE | $12K | — |
| AUTOMATIC DATA PROCESSING INC | 23-1580985 | — | NONE | $11K | — |
| AT&T MOBILITY | 84-1659970 | — | NONE | $11K | — |
| STRONGIN ANDREW M | — | WASHINGTON, DC | NONE | $11K | — |
| BLOOMBERG INDEX SERVICE | 13-3417984 | — | NONE | $10K | — |
| PRESIDIO | 58-1667655 | — | NONE | $10K | — |
| GAINES JAMES DENNIS | — | WASHINGTON, DC | NONE | $9K | — |
| ALLIED TELECOM GROUP | 30-0155259 | — | NONE | $9K | — |
| IMAGE ACCESS CORP | 22-2762602 | — | NONE | $9K | — |
| THOMSON WEST | 75-1297386 | — | NONE | $8K | — |
| RESCHINI JOSEPH | — | WASHINGTON, DC | NONE | $8K | — |
| VONAGE BUSINESS | 20-5093831 | — | NONE | $8K | — |
| MALLON JANE ANN | — | WASHINGTON, DC | NONE | $8K | — |
| SPAN ENTERPRISES LLC | 27-0991822 | — | NONE | $7K | — |
| CISCO SYSTEMS INC | 77-0440621 | — | NONE | $6K | — |
| NURSES SERVICE ORGANIZATION | 36-3642411 | — | NONE | $6K | — |
| INFOLOCK TECHNOLOGIES LLC | 73-1724401 | — | NONE | $6K | — |
| CONTINENTAL RESOURCES INC | 04-2297141 | — | NONE | $6K | — |
| BELL & HOWELL LLC | 94-3389460 | — | NONE | $5K | — |
| COMPLIANCY GROUP LLC | 80-0419931 | — | NONE | $5K | — |
Investments
18 pooled funds· $1.5B(44% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.5B
17 holdings
103-12 Investment Entity
$11.5M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SSGA 3-10 YR US TREAS INDEX SEC STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 470 | Common Collective Trust | $399.4M | 11.4% |
| SSGA 1-3 YR US TREAS INDEX SEC STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 469 | Common Collective Trust | $291.9M | 8.3% |
| ALPHACREDIT INVESTMENT GRADE FUND A BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-2633615 / PN 001 | Common Collective Trust | $197.0M | 5.6% |
| SSGA LONG US TREASURY INDEX STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 472 | Common Collective Trust | $172.6M | 4.9% |
| JP MORGAN STRATEGIC PROPERTY TRUST JPMORGAN CHASE BANK, N.A. · EIN 13-6038770 / PN 001 | Common Collective Trust | $112.7M | 3.2% |
| MSCI EAFE INDEX SL FUND STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 240 | Common Collective Trust | $80.1M | 2.3% |
| INVESCO BALANCED RISK ALLOCATION TR INVESCO TRUST COMPANY · EIN 26-6399613 / PN 001 | Common Collective Trust | $49.1M | 1.4% |
| EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6052285 / PN 001 | Common Collective Trust | $45.5M | 1.3% |
| SSGA 3-10 YEAR US CREDIT INDX SL FU STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 473 | Common Collective Trust | $42.2M | 1.2% |
| GSTCO ENHANCED LARGE CAP FUND GOLDMAN SACHS ASSET MANAGEMENT · EIN 13-4166989 / PN 006 | Common Collective Trust | $36.5M | 1.0% |
| SSGA LONG US NON-CORPORATE INDX CRE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 371 | Common Collective Trust | $29.4M | 0.8% |
| BR MSCI EMERGING MARKETS BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3340524 / PN 001 | Common Collective Trust | $25.8M | 0.7% |
| SSGA 1-3 YEAR US CREDIT INDX SL FUN STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 481 | Common Collective Trust | $20.2M | 0.6% |
| EXTENDED EQUITY MARKET FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6507863 / PN 001 | Common Collective Trust | $13.3M | 0.4% |
| DFA GROUP TRUST THE MICRO CAP SUBST DFA GROUP TRUST · EIN 23-6819730 / PN 004 | 103-12 Investment Entity | $11.5M | 0.3% |
| SSGA - CANADA MSCI INDEX STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 204 | Common Collective Trust | $9.4M | 0.3% |
| SSGA LONG US CREDIT CORPORATE INDX STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 145 | Common Collective Trust | $366 | <0.1% |
| SHORT-TERM INVESTMENT FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6450621 / PN 001 | Common Collective Trust | $111 | <0.1% |