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UNITED MINE WORKERS OF AMERICA 1974 PENSION TRUST

EIN 52-6150908-Finance and Insurance-Latest filing 2024
Plans
8
Retirement
2
$127.0M assets
Welfare
6
$898K premiums
Participants
1,984
2121 K STREET N.W. SUITE 350 - WASHINGTON, DC 200371879202-521-2200
Plans on this EIN
8 filings
#003401k-$63.8M - 223 part#001TraditionalDB-$63.2M - 515 part#505Mewa-$511K - 73 lives#504Mewa-$141K - 179 lives#507Mewa-$123K - 172 lives#506Mewa-$121K - 172 lives#508Mewa-$2K - 175 lives#510Mewa-0 lives

Retirement portfolio analytics

2 plans aggregated / $127.0M assets / 738 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • EMPLOYEES' 401K PLAN (#003)50%
  • TRUST EMPLOYEES' PENSION (#001)50%
Total $127.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TRUST EMPLOYEES' PENSION (#001)515
  • EMPLOYEES' 401K PLAN (#003)223
Total 738Click row to drill in

Benefits portfolio analytics

6 plans / $898K premiums / 771 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$511K
  • Dental$141K
  • Life$123K
  • Long-term disability$121K
  • Other$2K
Total $898K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • KAISER FOUNDATION HEALTH PLAN INC57%
  • DEARBORN LIFE INSURANCE COMPANY27%
  • DELTA DENTAL OF CALIFORNIA16%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $898K4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • PROFESSIONAL INS SOLUTIONS LLC89%
  • KERRY JORDAN11%
Total $28K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

UNITED MINE WORKERS OF AMERICA 1974 PENSION TRUST EMPLOYEES' 401K PLAN

401k

Assets$63.8M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

UNITED MINE WORKERS OF AMERICA 1974 PENSION TRUST EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$63.2M
Participants515
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

UMWA 1974 PENSION TRUST EMPLOYEES' HEALTH INSURANCE PLAN

Mewa - KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES, INC.

Premiums$511K
Covered lives73
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

UMWA 1974 PENSION TRUST EMPLOYEES' VISION AND DENTAL BENEFITS PLAN

Mewa - DELTA DENTAL OF DISTRICT OF COLUMBIA

Premiums$141K
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

UMWA 1974 PENSION PLAN EMPLOYEES' GROUP LIFE INSURANCE PLAN

Mewa - DEARBORN LIFE INSURANCE COMPANY

Premiums$123K
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

UMWA HEALTH AND RETIREMENT FUNDS LONG-TERM DISABILITY PLAN

Mewa - DEARBORN LIFE INSURANCE COMPANY

Premiums$121K
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

UMWA 1974 PENSION TRUST EMPLOYEES' TRAVEL ACCIDENT PLAN

Mewa - FEDERAL INSURANCE COMPANY

Premiums$2K
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

UMWA 1974 PENSION TRUST EMPLOYEES' ASSISTANCE PLAN

Mewa

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003UNITED MINE WORKERS OF AMERICA 1974 PENSION TRUST EMPLOYEES' 401K PLAN401k$63.8M2232024
001UNITED MINE WORKERS OF AMERICA 1974 PENSION TRUST EMPLOYEES' PENSION PLANTraditionalDB$63.2M5152024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
505UMWA 1974 PENSION TRUST EMPLOYEES' HEALTH INSURANCE PLANMewaKAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES, INC.$511K732024
504UMWA 1974 PENSION TRUST EMPLOYEES' VISION AND DENTAL BENEFITS PLANMewaDELTA DENTAL OF DISTRICT OF COLUMBIA$141K1792024
507UMWA 1974 PENSION PLAN EMPLOYEES' GROUP LIFE INSURANCE PLANMewaDEARBORN LIFE INSURANCE COMPANY$123K1722024
506UMWA HEALTH AND RETIREMENT FUNDS LONG-TERM DISABILITY PLANMewaDEARBORN LIFE INSURANCE COMPANY$121K1722024
508UMWA 1974 PENSION TRUST EMPLOYEES' TRAVEL ACCIDENT PLANMewaFEDERAL INSURANCE COMPANY$2K1752024
510UMWA 1974 PENSION TRUST EMPLOYEES' ASSISTANCE PLANMewa-$002024
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