United Mine Workers of America 1974 Pension Trust Employees' Pension Plan
Corporate pension, based in Washington, District of Columbia, reporting $63.2M in assets, for 493 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, United Mine Workers of America 1974 Pension Trust Employees' Pension Plan total assets $56M -> $63M (+12.8%, 2023-12-31 to 2024-12-31).
15 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Blackrock Equity Growth Fund a3 commitments
- Acwi Ex-Us Superfund3 commitments
- State St Lng US Govt Bd Ind Nl Fund3 commitments
- Blackrock Institutional Trust Company, N.A.12 commitments
- State Street Global Advisors Trust Company6 commitments
Relationship network
19 connected entities18 observed commitments8 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Other investments 8.4%
- Common/collective trusts 80.2%
- Registered investment companies 0.8%
Consultants and advisers
- State Street Global Advisors Trust Company Custodianthrough Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock Institutional Trust Company, N.A.12 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company6 rows, latest Dec 31, 2024
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Corecommodity Managment, LLCplan years 2022
What changed
- Dec 31, 2024Assets changedUnited Mine Workers of America 1974 Pension Trust Employees' Pension Plan total assets $56M -> $63M (+12.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedUnited Mine Workers of America 1974 Pension Trust Employees' Pension Plan funded ratio 90.0% -> 92.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedUnited Mine Workers of America 1974 Pension Trust Employees' Pension Plan funded ratio 104.8% -> 90.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedUnited Mine Workers of America 1974 Pension Trust Employees' Pension Plan plan assets $71M -> $52M (-26.6%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Blackrock Equity Growth Fund acollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Acwi Ex-Us Superfundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $13.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State St Lng US Govt Bd Ind Nl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $8.7M held | Disclosed holding | askebsa.dol.gov |
+15 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 493 | $56.0M | $64.8M | 92.5% | $63.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 482 | $52.0M | $63.5M | 90.0% | $56.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 457 | $70.8M | $64.1M | 104.8% | $52.1M | Not disclosed | Not disclosed | Not disclosed |
- Blackrock Inst Trust Co Fka Bgi codes 21 24 28 50 51 $10,570 PY2024
- State Street Global Advisors codes 18 19 51 52 99 $9,194 PY2024
- Corecommodity Management, LLC codes 28 52 PY2024
+27 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Total assets changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source on record
+1 more change on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+7 connections on the graph
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