Nonprofit · EIN 26-1508254
UNITED MINE WORKERS OF AMERICA PREFUNDED BENEFIT PLAN
Tax-exempt · WASHINGTON, DC 20037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $22,499,141 | $8,589,921 | $13,909,220 | $145,442,171 | $579,573 | $144,862,598 |
| December 31, 2023 | 990 | $6,040,266 | $9,015,232 | -$2,974,966 | $142,694,566 | $606,183 | $142,088,383 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,874,458
- Investment income
- $19,624,683
- Net gain from sales of assets
- $18,081,776
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,125,094
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $4,112
- Accounting fees
- $37,958
- Occupancy
- $55,646
- Travel
- $3,746
- Depreciation
- $3,988
Balance sheet and other
- Total assets, start of year
- $142,694,566
- Total assets, end of year
- $145,442,171
- Total liabilities, end of year
- $579,573
- Net assets, end of year
- $144,862,598
- Publicly traded securities
- $140,539,673
- Gross receipts
- $83,524,410
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2008
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LORRAINE LEWIS | EXECUTIVE DIRECTOR Officer | 0.09 | $0 | $420,601 | $63,273 |
| ANNA AMSELLE | DIRECTOR OF FINANCE Officer | 0.07 | $0 | $278,881 | $15,262 |
| PAUL PICCOLINI | TRUSTEE Trustee or director | 0.25 | $0 | $140,000 | $13,989 |
| MICHEAL W BUCKNER | TRUSTEE, CHAIR Trustee or director | 0.25 | $0 | $140,000 | $9,264 |
| MICHAEL O MCKOWN | TRUSTEE Trustee or director | 0.25 | $0 | $42,000 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LORRAINE LEWIS | EXECUTIVE DIRECTOR Officer | 0.09 | $0 | $405,073 | $23,784 |
| ANNA AMSELLE | DIR, FINANCE (EFF 06/26/2023) Officer | 0.07 | $0 | $138,939 | $9,182 |
| MICHEAL W BUCKNER | TRUSTEE, CHAIR Trustee or director | 0.25 | $0 | $124,000 | $8,145 |
| DALE STOVER | DIR FIN INTRM(3/4/23 - 6/5/23) Officer | 0.07 | $0 | $121,154 | $2,299 |
| PAUL PICCOLINI | TRUSTEE Trustee or director | 0.25 | $0 | $100,000 | $12,024 |
| MICHAEL O MCKOWN | TRUSTEE Trustee or director | 0.25 | $0 | $75,000 | $0 |
| SAMUEL RODRIGUEZ | DIR OF FINANCE (THRU 3/3/2023) Officer | 0.07 | $0 | $43,676 | $4,549 |
Address and contacts
- Address (IRS master file)
- 2121 K ST NW STE 350, WASHINGTON, DC 20037-1879
- In care of
- % ANNA AMSELLE
- Principal officer (990 for 2024)
- MICHEAL W BUCKNER, 2121 K STREET NW SUITE 350, WASHINGTON, DC 20037
- Signed the 990
- MICHEAL W BUCKNER, CHAIRMAN
- Phone
- (202) 521-2200
- Website
- WWW.UMWAFUNDS.ORG
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
TO PROVIDE HIGH QUALITY DELIVERY OF CONTRACTUALLY MANDATED BENEFITS TO ELIGIBLE BENEFICIARIES IN THE MOST EFFICIENT AND EFFECTIVE MANNER POSSIBLE FOR RETIREES UNDER A COLLECTIVE BARGAINING AGREEMENT.
Program accomplishments
- SERVES AS A TRUST FOR A MULTIEMPLOYER WELFARE PLAN THAT PROVIDES MEDICAL AND VISION BENEFITS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-1508254
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $145,442,171
- Income (IRS master file)
- $83,524,410
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $22,499,141 | $8,589,921 | $145,442,171 | IRS |
| 990 | December 2023 | $6,040,266 | $9,015,232 | $142,694,566 | XML |
| 990 | December 2022 | $2,364,605 | $8,505,465 | $138,237,565 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-1508254).
Questions about UNITED MINE WORKERS OF AMERICA PREFUNDED BENEFIT PLAN
- What is the EIN of UNITED MINE WORKERS OF AMERICA PREFUNDED BENEFIT PLAN?
- The employer identification number (EIN) of UNITED MINE WORKERS OF AMERICA PREFUNDED BENEFIT PLAN is 26-1508254.
- Is UNITED MINE WORKERS OF AMERICA PREFUNDED BENEFIT PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
- Are donations to UNITED MINE WORKERS OF AMERICA PREFUNDED BENEFIT PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED MINE WORKERS OF AMERICA PREFUNDED BENEFIT PLAN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED MINE WORKERS OF AMERICA PREFUNDED BENEFIT PLAN due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED MINE WORKERS OF AMERICA PREFUNDED BENEFIT PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNITED MINE WORKERS OF AMERICA PREFUNDED BENEFIT PLAN?
- The 990 for the year ended December 31, 2024 names MICHEAL W BUCKNER.
- Who are the officers and directors of UNITED MINE WORKERS OF AMERICA PREFUNDED BENEFIT PLAN?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does UNITED MINE WORKERS OF AMERICA PREFUNDED BENEFIT PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $22,499,141, expenses of $8,589,921 and total assets of $145,442,171 at year end.
Other nonprofits in WASHINGTON
- FIAT LUX RISK AND INSURANCE COMPANY EIN 46-1828839 · last filed 990 for 2025
- INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION EIN 23-7268394 · last filed 990 for 2024
- AMERICAS HEALTH INSURANCE PLANS INC EIN 36-2087641 · last filed 990 for 2024
- ELECTRONIC PAYMENTS COALITION INC EIN 47-4908678 · last filed 990 for 2024
- UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR EIN 47-6377585 · last filed 990 for 2024
- AFL-CIO HEALTH & WELFARE TR EIN 38-6847980 · last filed 990 for 2024
- FORMER PLAYER BENEFITS TR EIN 46-3459332 · last filed 990 for 2025
- UFCW HEALTH INSURANCE PLAN FOR RETIREES EIN 81-1529180 · last filed 990 for 2025
All nonprofits in WASHINGTON · District of Columbia · Mutual and membership benefit