Nonprofit · EIN 52-1888497
UNITED MINE WORKERS OF AMERICA 1993 BENEFIT PLAN AND TRUST
Also known as UMWA 1993 BENEFIT PLAN
Tax-exempt · WASHINGTON, DC 20037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $541,575,011 | $507,424,130 | $34,150,881 | $216,135,313 | $108,253,809 | $107,881,504 |
| December 31, 2023 | 990 | $516,217,192 | $498,541,277 | $17,675,915 | $163,506,148 | $89,615,147 | $73,891,001 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $523,798,324
- Investment income
- $17,776,687
- Net gain from sales of assets
- $262,443
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $467,781,467
- Compensation of officers, directors and key employees
- $65,512
- Salaries, compensation and benefits (total)
- $70,811
- Professional fundraising fees
- $0
- Legal fees
- $287,494
- Accounting fees
- $225,929
- Occupancy
- $905,726
- Travel
- $184,466
- Depreciation
- $63,733
Balance sheet and other
- Total assets, start of year
- $163,506,148
- Total assets, end of year
- $216,135,313
- Total liabilities, end of year
- $108,253,809
- Net assets, end of year
- $107,881,504
- Publicly traded securities
- $174,097,209
- Gross receipts
- $781,312,568
- Employees
- 2
- Volunteers
- 0
- Year formed
- 1994
- 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 | 5.5 | $0 | $420,601 | $63,273 |
| ANNA AMSELLE | DIRECTOR OF FINANCE Officer | 3.05 | $0 | $278,911 | $15,262 |
| PAUL PICCOLINI | TRUSTEE Trustee or director | 7 | $30,000 | $110,000 | $13,989 |
| MICHAEL W BUCKNER | TRUSTEE Trustee or director | 6 | $30,000 | $110,000 | $9,264 |
| MICHAEL O MCKOWN | TRUSTEE Trustee or director | 10 | $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 | 5.5 | $0 | $405,073 | $23,784 |
| ANNA AMSELLE | DIR, FINANCE (EFF 06/26/2023) Officer | 3.05 | $0 | $138,939 | $9,182 |
| MICHAEL W BUCKNER | TRUSTEE Trustee or director | 6 | $20,000 | $104,000 | $8,145 |
| DALE STOVER | DIR FIN INTRM(3/4/23 - 6/5/23) Officer | 3.05 | $0 | $121,154 | $2,299 |
| PAUL PICCOLINI | TRUSTEE Trustee or director | 7 | $30,000 | $70,000 | $12,024 |
| MICHAEL O MCKOWN | TRUSTEE Trustee or director | 10 | $0 | $75,000 | $0 |
| SAMUEL RODRIGUEZ | DIR OF FINANCE (THRU 3/3/2023) Officer | 4.14 | $0 | $43,676 | $4,549 |
Address and contacts
- Address (IRS master file)
- 1993 BENEFIT PLAN 2121 K ST NW SUIT, WASHINGTON, DC 20037-0000
- 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
SEE SCHEDULE O
Program accomplishments
- SERVES AS A TRUST FOR A MULTIEMPLOYER WELFARE PLAN THAT PROVIDES MEDICAL, VISION AND DENTAL 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
- 52-1888497
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $216,135,313
- Income (IRS master file)
- $781,312,568
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $541,575,011 | $507,424,130 | $216,135,313 | XML |
| 990 | December 2023 | $516,217,192 | $498,541,277 | $163,506,148 | XML |
| 990 | December 2022 | $452,028,511 | $459,290,053 | $165,368,702 | 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 52-1888497).
Questions about UNITED MINE WORKERS OF AMERICA 1993 BENEFIT PLAN AND TRUST
- What is the EIN of UNITED MINE WORKERS OF AMERICA 1993 BENEFIT PLAN AND TRUST?
- The employer identification number (EIN) of UNITED MINE WORKERS OF AMERICA 1993 BENEFIT PLAN AND TRUST is 52-1888497.
- Is UNITED MINE WORKERS OF AMERICA 1993 BENEFIT PLAN AND TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
- Are donations to UNITED MINE WORKERS OF AMERICA 1993 BENEFIT PLAN AND TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED MINE WORKERS OF AMERICA 1993 BENEFIT PLAN AND TRUST 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 1993 BENEFIT PLAN AND TRUST 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 1993 BENEFIT PLAN AND TRUST 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 1993 BENEFIT PLAN AND TRUST?
- 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 1993 BENEFIT PLAN AND TRUST?
- The 990 for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization.
- How much revenue does UNITED MINE WORKERS OF AMERICA 1993 BENEFIT PLAN AND TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $541,575,011, expenses of $507,424,130 and total assets of $216,135,313 at year end.
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