Nonprofit · EIN 52-1805433
UNITED MINE WORKERS OF AMERICA COMBINED BENEFIT FUND
Also known as UMWA COMBINED BENEFIT FUND
Tax-exempt · WASHINGTON, DC 20037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $45,397,165 | $41,288,665 | $4,108,500 | $80,163,789 | $44,838,570 | $35,325,219 |
| September 30, 2024 | 990 | $51,963,080 | $46,881,746 | $5,081,334 | $79,641,673 | $48,732,688 | $30,908,985 |
| September 30, 2023 | 990 | $52,556,292 | $50,148,355 | $2,407,937 | $96,747,624 | $71,646,354 | $25,101,270 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $41,526,936
- Investment income
- $3,870,229
- Net gain from sales of assets
- -$20,468
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $35,333,333
- Compensation of officers, directors and key employees
- $353,956
- Salaries, compensation and benefits (total)
- $375,252
- Professional fundraising fees
- $0
- Legal fees
- $31,704
- Accounting fees
- $171,233
- Occupancy
- $129,201
- Travel
- $27,477
- Depreciation
- $11,411
Balance sheet and other
- Total assets, start of year
- $79,641,673
- Total assets, end of year
- $80,163,789
- Total liabilities, end of year
- $44,838,570
- Net assets, end of year
- $35,325,219
- Publicly traded securities
- $62,676,850
- Gross receipts
- $52,417,633
- Employees
- 5
- Volunteers
- 0
- Year formed
- 1993
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAUL B PICCOLINI | TRUSTEE Trustee or director | 11 | $70,000 | $70,000 | $13,989 |
| CARL E VAN HORN | TRUSTEE Trustee or director | 8 | $70,000 | $0 | $48,187 |
| MICHEAL W BUCKNER | TRUSTEE, CO-CHAIR Trustee or director | 8 | $30,000 | $60,000 | $5,955 |
| LORRAINE LEWIS | EXECUTIVE DIRECTOR Officer | 9 | $50,473 | $0 | $7,593 |
| WILLIAM P HOBGOOD | TRUSTEE Trustee or director | 4 | $70,000 | $0 | -$12,864 |
| MICHAEL O MCKOWN | TRUSTEE, CO-CHAIR Trustee or director | 8 | $0 | $42,000 | $0 |
| ANNA AMSELLE | DIRECTOR OF FINANCE Officer | 13 | $25,381 | $0 | $1,389 |
990 for the year ended September 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAUL B PICCOLINI | TRUSTEE Trustee or director | 11 | $50,000 | $50,000 | $12,024 |
| MICHEAL W BUCKNER | TRUSTEE, CO-CHAIR Trustee or director | 8 | $20,000 | $64,000 | $4,372 |
| CARL E VAN HORN | TRUSTEE Trustee or director | 8 | $70,000 | $0 | $11,694 |
| GAIL R WILENSKY | TRUSTEE Trustee or director | 4 | $70,000 | $0 | $11,380 |
| WILLIAM P HOBGOOD | TRUSTEE Trustee or director | 4 | $70,000 | $0 | $11,124 |
| MICHAEL O MCKOWN | TRUSTEE, CO-CHAIR Trustee or director | 11 | $0 | $75,000 | $0 |
| LORRAINE LEWIS | EXECUTIVE DIRECTOR Officer | 9 | $48,608 | $0 | $2,855 |
| ANNA AMSELLE | DIRECTOR OF FINANCE Officer | 13 | $12,644 | $0 | $835 |
990 for the year ended September 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAUL B PICCOLINI | TRUSTEE Trustee or director | 11 | $50,000 | $50,000 | $29,875 |
| MICHAEL O MCKOWN | TRUSTEE, CO-CHAIR Trustee or director | 8 | $0 | $120,000 | $0 |
| GAIL R WILENSKY | TRUSTEE Trustee or director | 4 | $70,000 | $0 | $29,237 |
| WILLIAM P HOBGOOD | TRUSTEE Trustee or director | 4 | $70,000 | $0 | $28,975 |
| CARL E VAN HORN | TRUSTEE Trustee or director | 8 | $70,000 | $0 | $28,975 |
| MICHEAL W BUCKNER | TRUSTEE, CO-CHAIR Trustee or director | 8 | $21,423 | $59,731 | $16,155 |
| LORRAINE LEWIS | EXECUTIVE DIRECTOR Officer | 9 | $47,140 | $0 | $5,715 |
| SAMUEL RODRIGUEZ | DIR, FINANCE (THRU 03/03/2023) Officer | 13 | $21,997 | $0 | $3,675 |
| DALE STOVER | DIR,FIN.(INTERIM THRU 6/25/23) Trustee or director | 13 | $0 | $0 | $0 |
| ANNA AMSELLE | DIR, FINANCE (EFF. 6/26/2023) Officer | 13 | $0 | $0 | $0 |
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, TRUSTEE
- Phone
- (202) 521-2200
- Website
- WWW.UMWAFUNDS.ORG
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
TO PROVIDE HIGH QUALITY DELIVERY OF CONTRACTUALLY AND STATUTORILY MANDATED BENEFITS TO ELIGIBLE BENEFICIARIES IN THE MOST EFFICIENT AND EFFECTIVE MANNER POSSIBLE.
Program accomplishments
- Serves as a trust for a multiemployer welfare plan that provides medical, vision, and death 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 52-1805433
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1995
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $80,163,789
- Income (IRS master file)
- $52,417,633
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $45,397,165 | $41,288,665 | $80,163,789 | XML |
| 990 | September 2024 | $51,963,080 | $46,881,746 | $79,641,673 | XML |
| 990 | September 2023 | $52,556,292 | $50,148,355 | $96,747,624 | XML |
| 990 | September 2022 | $51,957,970 | $54,167,056 | $99,192,072 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | 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 52-1805433).
Questions about UNITED MINE WORKERS OF AMERICA COMBINED BENEFIT FUND
- What is the EIN of UNITED MINE WORKERS OF AMERICA COMBINED BENEFIT FUND?
- The employer identification number (EIN) of UNITED MINE WORKERS OF AMERICA COMBINED BENEFIT FUND is 52-1805433.
- Is UNITED MINE WORKERS OF AMERICA COMBINED BENEFIT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
- Are donations to UNITED MINE WORKERS OF AMERICA COMBINED BENEFIT FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED MINE WORKERS OF AMERICA COMBINED BENEFIT FUND 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 COMBINED BENEFIT FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED MINE WORKERS OF AMERICA COMBINED BENEFIT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of UNITED MINE WORKERS OF AMERICA COMBINED BENEFIT FUND?
- The 990 for the year ended September 30, 2025 names MICHEAL W BUCKNER.
- Who are the officers and directors of UNITED MINE WORKERS OF AMERICA COMBINED BENEFIT FUND?
- The 990 for the year ended September 30, 2025 lists 7 people; 6 received compensation from the organization, the highest $70,000 (PAUL B PICCOLINI, TRUSTEE).
- How much revenue does UNITED MINE WORKERS OF AMERICA COMBINED BENEFIT FUND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $45,397,165, expenses of $41,288,665 and total assets of $80,163,789 at year end.
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