Glen Weaver signed Usibelli Coal Mine, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Usibelli Coal Mine, Inc.'s EIN is 92-0014216.
Download the official 2024 Form 5500 (PDF) for Usibelli Coal Mine, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Usibelli Coal Mine, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEE CPA AUDIT GROUP | 81-4637885 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $24K | — |
| PACIFIC PORTFOLIO CONSULTING |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| USIBELLI COAL MINE INC MASTER TRUST USIBELLI COAL MINE, INC. · EIN 92-0014216 / PN 004 | Master Trust | — | — | $30.8M | 98.9% | |
| Vanguard 500 Index F Master Trust Investment account | Master trust / pooled interest | — | — | $11.1M | 35.6% | |
| Dodge & Cox Income I Master Trust Investment account | Master trust / pooled interest | — | — | $4.0M | 12.8% | |
| Vanguard Windsor II Admiral Shares Master Trust Investment account | Master trust / pooled interest | — | — | $2.4M | 7.9% | |
| Vanguard Mid Cap Index Fund Admiral Master Trust Investment account | Master trust / pooled interest | — | — | $2.4M | 7.7% | |
| Harbor Capital Appreciation Fd Instl Master Trust Investment account | Master trust / pooled interest | — | — | $1.9M | 6.0% | |
| Money Stable Value Fund Master Trust Investment account | Master trust / pooled interest | — | — | $1.8M | 5.9% | |
| DFA US Small Cap Value Port Instl Master Trust Investment account | Master trust / pooled interest | — | — | $1.8M | 5.8% | |
| DFA Intl Value Port Instl Master Trust Investment account | Master trust / pooled interest | — | — | $1.1M | 3.5% | |
| ClearBridge International Growth I Master Trust Investment account | Master trust / pooled interest | — | — | $1.1M | 3.4% | |
| Emerald Gwth Fd Cl Inst Master Trust Investment account | Master trust / pooled interest | — | — | $876K | 2.8% | |
| JPMorgan Global Bond Opportunities Fund Class R6 Master Trust Investment account | Master trust / pooled interest | — | — | $789K | 2.5% | |
| Vanguard Real Estate In Fd Adm Shrs Master Trust Investment account | Master trust / pooled interest | — | — | $648K | 2.1% | |
| PIMCO Commodity Real Return Instl Master Trust Investment account | Master trust / pooled interest | — | — | $455K | 1.5% | |
| Goldman Sachs Emrg Mktseqty Insight Master Trust Investment account | Master trust / pooled interest | — | — | $416K | 1.3% | |
| Participant Loans Interest rates at (4.25%~9.50%) $0 | Bonds / Notes | — | — | $339K | 1.1% | |
| Vanguard Small Cap I Master Trust Investment account | Master trust / pooled interest | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-4049073 |
| — |
| NONE |
| $10K |
| — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
