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BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 401k Plan overview

Plan NameBITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST
Plan identification number 501

BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance

401k Sponsoring company profile

BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.
Employer identification number (EIN):520906130
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012019-01-01LINDA W. PATRICK2020-07-27 LINDA W. PATRICK2020-07-27
5012018-01-01LINDA W. PATRICK2019-10-11 LINDA W. PATRICK2019-10-11
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01SHANNON R. GELLMAN
5012011-01-01HELENE S. OSKARD
5012009-01-01HELENE S. OSKARD

Financial Data on BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST

Measure Date Value
2019 : BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 2019 401k financial data
Total income from all sources2019-12-31$319,898
Expenses. Total of all expenses incurred2019-12-31$34,238
Benefits paid (including direct rollovers)2019-12-31$27,446
Total plan assets at end of year2019-12-31$1,990,182
Total plan assets at beginning of year2019-12-31$1,704,522
Other income received2019-12-31$319,898
Net income (gross income less expenses)2019-12-31$285,660
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,990,182
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,704,522
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$6,792
2018 : BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 2018 401k financial data
Total income from all sources2018-12-31$-47,956
Expenses. Total of all expenses incurred2018-12-31$33,904
Benefits paid (including direct rollovers)2018-12-31$27,204
Total plan assets at end of year2018-12-31$1,704,522
Total plan assets at beginning of year2018-12-31$1,786,382
Other income received2018-12-31$-47,956
Net income (gross income less expenses)2018-12-31$-81,860
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,704,522
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,786,382
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$6,700
2017 : BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 2017 401k financial data
Total income from all sources2017-12-31$191,968
Expenses. Total of all expenses incurred2017-12-31$36,579
Benefits paid (including direct rollovers)2017-12-31$29,004
Total plan assets at end of year2017-12-31$1,786,382
Total plan assets at beginning of year2017-12-31$1,630,993
Other income received2017-12-31$191,968
Net income (gross income less expenses)2017-12-31$155,389
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,786,382
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,630,993
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$7,575
2016 : BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 2016 401k financial data
Total income from all sources2016-12-31$136,686
Expenses. Total of all expenses incurred2016-12-31$53,437
Benefits paid (including direct rollovers)2016-12-31$44,579
Total plan assets at end of year2016-12-31$1,630,993
Total plan assets at beginning of year2016-12-31$1,547,744
Other income received2016-12-31$136,686
Net income (gross income less expenses)2016-12-31$83,249
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,630,993
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,547,744
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$8,858
2015 : BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 2015 401k financial data
Total income from all sources2015-12-31$126,970
Expenses. Total of all expenses incurred2015-12-31$77,970
Benefits paid (including direct rollovers)2015-12-31$69,770
Total plan assets at end of year2015-12-31$1,547,744
Total plan assets at beginning of year2015-12-31$1,498,744
Other income received2015-12-31$26,970
Net income (gross income less expenses)2015-12-31$49,000
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,547,744
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,498,744
Total contributions received or receivable from employer(s)2015-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$8,200
2014 : BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 2014 401k financial data
Total income from all sources2014-12-31$118,211
Expenses. Total of all expenses incurred2014-12-31$98,736
Benefits paid (including direct rollovers)2014-12-31$90,056
Total plan assets at end of year2014-12-31$1,498,744
Total plan assets at beginning of year2014-12-31$1,479,269
Other income received2014-12-31$118,211
Net income (gross income less expenses)2014-12-31$19,475
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,498,744
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,479,269
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$8,680
2013 : BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 2013 401k financial data
Total income from all sources2013-12-31$283,163
Expenses. Total of all expenses incurred2013-12-31$67,986
Benefits paid (including direct rollovers)2013-12-31$61,331
Total plan assets at end of year2013-12-31$1,479,269
Total plan assets at beginning of year2013-12-31$1,264,092
Other income received2013-12-31$133,163
Net income (gross income less expenses)2013-12-31$215,177
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,479,269
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,264,092
Total contributions received or receivable from employer(s)2013-12-31$150,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,655
2012 : BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 2012 401k financial data
Total income from all sources2012-12-31$114,476
Expenses. Total of all expenses incurred2012-12-31$69,661
Benefits paid (including direct rollovers)2012-12-31$61,881
Total plan assets at end of year2012-12-31$1,264,092
Total plan assets at beginning of year2012-12-31$1,219,277
Other income received2012-12-31$114,476
Net income (gross income less expenses)2012-12-31$44,815
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,264,092
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,219,277
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$7,780
2011 : BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 2011 401k financial data
Total income from all sources2011-12-31$78,483
Expenses. Total of all expenses incurred2011-12-31$73,368
Benefits paid (including direct rollovers)2011-12-31$65,718
Total plan assets at end of year2011-12-31$1,219,277
Total plan assets at beginning of year2011-12-31$1,214,162
Other income received2011-12-31$78,483
Net income (gross income less expenses)2011-12-31$5,115
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,219,277
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,214,162
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$7,650
2010 : BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 2010 401k financial data
Total income from all sources2010-12-31$106,024
Expenses. Total of all expenses incurred2010-12-31$81,881
Benefits paid (including direct rollovers)2010-12-31$74,178
Total plan assets at end of year2010-12-31$1,214,162
Total plan assets at beginning of year2010-12-31$1,190,019
Other income received2010-12-31$106,024
Net income (gross income less expenses)2010-12-31$24,143
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,214,162
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,190,019
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$7,703

Form 5500 Responses for BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST

2019: BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. RETIREE WELFARE BENEFIT TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number07H6957
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberN26659
Policy instance 2
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number556978
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberN26659
Policy instance 2
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number556978
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberN26659
Policy instance 2
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number561009
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberN26659
Policy instance 3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number556978
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberN26659
Policy instance 2
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number556978/561009
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberN26659
Policy instance 2
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number556978/561009
Policy instance 1
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number556978/561009
Policy instance 1
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number561009
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberN26659-1
Policy instance 1

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