2014 UMWA Prefunded Plan and Trust
- Assets
- $0.0
- Revenue
- $1.1m
- Investments
- $0.0
- Employees
- 0
- Location
- Triangle, VA
- Founding
- Data as of
- 06/2017
- EIN
- 47-2567442
Organization Overview
2014 UMWA Prefunded Plan and Trust is located in Triangle, VA. 2014 UMWA Prefunded Plan and Trust is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.
For the year ending 06/2017, 2014 UMWA Prefunded Plan and Trust generated $1.1m in total revenue. All expenses for the organization totaled $10.8m during the year ending 06/2017.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2017
Describe the Organization's Mission:
Part 3 - Line 1
THE PLAN PROVIDES HEALTH AND OTHER NON- PENSION BENEFITS TO RETIRED MINERS AND SURVIVING SPOUSES, AND TO THEIR COVERED DEPENDENTS (BENEFICIARIES).
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDES FOR HEALTH AND OTHER NON-PENSION BENEFITS TO RETIRED MINERS AND SURVIVING SPOUSES, AND TO THEIR COVERED DEPENDENTS(BENEFICIARIES).
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Brian Sanson Chairman | Trustee | 5 | $0 |
Grant Crandall Trustee | Trustee | 5 | $0 |
Michael Buckner Trustee | Trustee | 5 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Pacific Investment Management Co Ll Investment Manager | 5/31/17 | $163,169 |
Loomis Sayles Company Lp Investment Manager | 5/31/17 | $110,165 |
View All Vendors
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Investment income | $699,003 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,090,908 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $10,092,150 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $12,916 |
| Fees for services: Accounting | $34,612 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $412,679 |
| Fees for services: Other | $259,638 |
| Advertising and promotion | $0 |
| Office expenses | $678 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $25,636 |
| All other expenses | $0 |
| Total functional expenses | $10,847,075 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $0 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $0 |
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