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Original filing (PDF)20251015121030NAL0009142418001
BOARD OF TRUSTEES, UNITED MINE WORK ERS OF AMERICA 1993 BENEFIT PLAN
Form 5500
FILING_RECEIVED
UNITED MINE WORKERS OF AMERICA 1993 BENEFIT PLAN
Health & welfare plan
Signals · 4
49% in single holding~1539 bps in Sched C feesNo recordkeeper disclosed76 service providers
Active participants
2,089
Accounts w/ balance
—
Plan assets (EOY)
$216.1M
Net assets (EOY)
$50.5M
How this plan invests
This plan
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
76
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Northern Trust DFA One-Year Fixed Income Portfolio N/A N/A N/A" is 49% of plan.
- 1539 bps in Schedule C fees — 15292% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, UNITED MINE WORK ERS OF AMERICA 1993 BENEFIT PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES, UNITED MINE WORK ERS OF AMERICA 1993 BENEFIT PLAN
EIN
52-1888497
Address
2121 K STREET N.W. · SUITE 350 · WASHINGTON, DC · 200371879
Phone
(202) 521-2200
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4E · Vision
4D · Dental
Audit & trust (Schedule H)
Auditor
WITHUMSMITH + BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
76 rowsOther
76| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTH SMART BENEFIT SOLUTIONS | 36-4099199 | — | NONE | $12.6M | — |
| KEYSTONE PEER REVIEW ORGANIZATION | 23-2348176 | — | NONE | $10.0M | — |
| 1974 PENSION TRUST | 52-6150908 | — | EMPLOYER | $7.0M | — |
| INTERIM HEALTHCARE OF SE OHIO, INC. | 47-0947907 | — | NONE | $406K | — |
| MARSH USA, INC | 36-1436000 | — | NONE | $333K | — |
| BIG SANDY AREA DEVELOPMENT DISTRICT | 61-0671002 | — | NONE | $251K | — |
| WITHUMSMITH+BROWN | 22-2027092 | — | NONE | $228K | — |
| POWERS, PYLES, SUTTER, & VERVILLE | 52-1620214 | — | NONE | $187K | — |
| KELLY PRESS INC | 52-0975591 | — | NONE | $169K | — |
| INSIGHT DIRECT USA | 36-3948996 | — | NONE | $162K | — |
| PRICE WATERHOUSE COOPERS | 13-5326270 | — | NONE | $136K | — |
| VERIZON | 47-0751768 | — | NONE | $117K | — |
| MICROSOFT CORPORATION | 91-1144442 | — | NONE | $115K | — |
| MORGAN, LEWIS & BOCKIUS LLP | 23-0891050 | — | NONE | $95K | — |
| ARTHUR DIAMOND, INC | 52-0937528 | — | NONE | $93K | — |
| COMMUNITY NURSING SERVICE | 74-2534122 | — | NONE | $83K | — |
| PENSION BENEFIT INFORMATION | 94-2856521 | — | NONE | $75K | — |
| SUBROGATION SERVICES, LLC | 33-2496742 | — | NONE | $72K | — |
| CCRC ACTUARIES, LLC | 52-2261050 | — | NONE | $70K | — |
| TRUSTEE STAFF | 52-1805437 | — | EMPLOYEE | $60K | — |
| RONCOLI, GUILLERMO | — | WASHINGTON, DC | NONE | $51K | — |
| BULBIN, YURY | — | WASHINGTON, DC | NONE | $46K | — |
| YANG, WEI-CHIEN | — | WASHINGTON, DC | NONE | $44K | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $39K | — |
| AON CONSULTING, INC. | 36-3051915 | — | NONE | $36K | — |
| MOONEY GREEN SAINDON | 52-1182494 | — | NONE | $36K | — |
| CHUBB & SON | 13-1963496 | — | NONE | $35K | — |
| RAPID7 LLC | 74-3111935 | — | NONE | $33K | — |
| INFO-TECH RESEARCH | 20-4312071 | — | NONE | $31K | — |
| K & R BRANDING SOLUT | 54-1490546 | — | NONE | $31K | — |
| MARTEL, DIANNE, RN, | — | WASHINGTON, DC | NONE | $30K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $30K | — |
| FENG, WAN-TANG | — | WASHINGTON, DC | NONE | $30K | — |
| MOBILE MENTOR INC | 36-4865064 | — | NONE | $29K | — |
| BACKSTOP SOLUTIONS GROUP, LLC | 20-0199997 | — | NONE | $26K | — |
| INTEGRAL CONSULTING SERVICES INC | 52-2081090 | — | NONE | $25K | — |
| SEGAL GROUP INC, THE | 13-1835864 | — | NONE | $24K | — |
| LINKEDIN CORPORATION | 47-0912023 | — | NONE | $24K | — |
| KNOWLEDGELAKE, INC | — | ST. LOUIS, MO | NONE | $23K | — |
| COACH 4 ME, LLC | — | LAKE OSWEGO, OR | NONE | $23K | — |
| FINCH, GLENDA S. | — | WASHINGTON, DC | NONE | $22K | — |
| MILLIMAN INC | 91-0675641 | — | NONE | $21K | — |
| JONES, NANCY C. | — | WASHINGTON, DC | NONE | $19K | — |
| UNITED ACTUARIAL SERVICES, INC. | 35-2156428 | — | NONE | $18K | — |
| UNITED PARCEL SERVICE | 58-2480149 | — | NONE | $18K | — |
| ASCENTIS | 91-1630801 | — | NONE | $17K | — |
| RELX INC. DBA LEXIS | 52-1471842 | — | NONE | $16K | — |
| OPITZ, PEGGY | — | WASHINGTON, DC | NONE | $16K | — |
| SOVOS COMPLIANCE LLC | 46-1379693 | — | NONE | $16K | — |
| IMAGE ACCESS CORP | 22-2762602 | — | NONE | $15K | — |
| IVANTI, INC | 30-0110335 | — | NONE | $14K | — |
| NMS IMAGING, INC. | 52-0913097 | — | NONE | $13K | — |
| CATALIS COURTS & LAND | 20-3750929 | — | NONE | $13K | — |
| DAVIE, KAREN | — | WASHINGTON, DC | NONE | $12K | — |
| OPENTEXT INC | 46-0525483 | — | NONE | $12K | — |
| DOYLE PRINTING & OFFSET CO, INC. | 53-0191325 | — | NONE | $12K | — |
| SYNTELLIS PERFORMANCE SOLUTIONS LLC | 85-1377808 | — | NONE | $12K | — |
| SAS INSTITUTE, INC | 56-1133017 | — | NONE | $11K | — |
| MERCER HEALTH & BENEFITS | 13-2834414 | — | NONE | $11K | — |
| BLACKBAUD, INC | 74-2947183 | — | NONE | $9K | — |
| DATABANK IMX, LLC | 52-1729143 | — | NONE | $9K | — |
| AUDITBOARD,INC | 47-1299245 | — | NONE | $9K | — |
| RESCHINI, JOSEPH | — | WASHINGTON, DC | NONE | $8K | — |
| STOVER, DALE R | — | WASHINGTON, DC | NONE | $8K | — |
| ALLIED TELECOM GROUP | 52-1738021 | — | NONE | $7K | — |
| RONEY, JANET | — | WASHINGTON, DC | NONE | $7K | — |
| MORET LAURIE B. CONSULTING | 83-4052856 | — | NONE | $7K | — |
| BLOOMBERG FINANCE, L.P | 13-3417984 | — | NONE | $7K | — |
| FIND-A-CODE | 20-8682422 | — | NONE | $7K | — |
| KOHO CONSULTING, INC | — | TAMPA, FL | NONE | $7K | — |
| CROUCH, JEFFREY | — | WASHINGTON, DC | NONE | $6K | — |
| AT&T MOBILITY | 84-1659970 | — | NONE | $6K | — |
| PRESIDIO | 80-0728837 | — | NONE | $6K | — |
| VONAGE BUSINESS | 20-5093831 | — | NONE | $6K | — |
| NURSES SERVICE ORGANIZATION | 36-3642411 | — | NONE | $6K | — |
| BELL & HOWELL LLC | 80-0728837 | — | NONE | $5K | — |
Investments
9 direct securities· $522.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Northern Trust DFA One-Year Fixed Income Portfolio N/A | — | — | $254.0M | $254.0M | 117.5% | |
| Vanguard Fixed Income Secs Fd Ultra Short Term Bd FD Mutual fund - 3,787,382 shares | — | — | $75.7M | $75.9M | 35.1% | |
| iShares Floating Rate Bond ETF Exchange-traded fund - 1,422,228 shares | — | — | $72.3M | $72.4M | 33.5% | |
| Northern Trust Vanguard Fixed Income Secs Fd Ultra Short Term Bd FD N/A | — | — | $32.0M | $32.0M | 14.8% | |
| Northern Trust DFA One-Year Fixed Income Portfolio N/A | — | — | $30.0M | $30.0M | 13.9% | |
| Registered Investment Companies DFA One-Year Fixed Income Portfolio Mutual fund - 2,529,129 shares | — | — | $25.8M | $25.9M | 12.0% | |
| Northern Trust DFA One-Year Fixed Income Portfolio N/A | — | — | $20.0M | $20.0M | 9.3% | |
| MFB NI Treasury Money Market Fund Money market fund - 12,190,715 shares | — | — | $12.2M | $12.2M | 5.6% | |
| Northern Trust DFA One-Year Fixed Income Portfolio N/A | — | — | $30.1M | $88K | <0.1% |