Usibelli Coal Mine 401(k) match, vesting and fees
What Usibelli Coal Mine's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Milliman | Schedule C ↗ |
| Independent auditor | Lee Cpa Audit Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 356 defined-contribution plans in mining, quarrying, and oil and gas extraction with 100 to 499 participants.
| Usibelli Coal Mine: employer contribution per participant | $3,389 | |
| Peer median | $3,000 |
| Usibelli Coal Mine: average balance | $247,011 | |
| Peer median | $70,698 |
| Usibelli Coal Mine: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $27M at the end of plan year 2021 to $31.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 126 | $31.1M | $427K | $3,389 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 122 | $26.7M | $376K | $3,079 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 139 | $22.1M | $295K | $2,418 | 0.29% | Not published | Form 5500 ↗ |
| 2021 | 125 | $27M | $294K | $2,554 | 0.23% | Not published | Form 5500 ↗ |
Other Usibelli Coal Mine plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Usibelli Coal Mine, Inc. Thrift Savings and 401(k) Plan I
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Usibelli Coal Mine, Inc. Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Usibelli Coal Mine match 401(k) contributions?
The match terms for the Usibelli Coal Mine, Inc. 401(k) Plan II have not been published from its filing yet. The plan year 2024 filing reports $427K in employer contributions, about $3,389 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Usibelli Coal Mine 401(k) match vested?
The vesting schedule for the Usibelli Coal Mine, Inc. 401(k) Plan II is not in the data published so far. Your Summary Plan Description states it.
Who manages the Usibelli Coal Mine 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Milliman. The plan administrator is Usibelli Coal Mine, Inc..
I left Usibelli Coal Mine. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Usibelli Coal Mine, Inc., (907) 683-2226) or the recordkeeper, Milliman. The Usibelli Coal Mine old 401(k) page lists the contacts from every plan filing. Find an old Usibelli Coal Mine 401(k)
Data from the public Form 5500 annual reports Usibelli Coal Mine filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Usibelli Coal Mine. Not financial advice. Report a correction · Methodology