Umwa Bcoa Training and Education Trust
990 • Fiscal year 2013 • EIN 52-1599698
Scores are not available for this record yet.
Assets
Flat$31,213,859
Flat from 2013
Net Assets
Flat$31,141,187
Flat from 2013
Liabilities
Flat$72,672
Flat from 2013
Revenue
-
No earlier filing loaded for comparison.
Expenses
Flat$994,427
Flat from 2013
Net Income
-
No earlier filing loaded for comparison.
- Filing Period
- Feb 1, 2012 to Jan 31, 2013
- Signed
- Dec 5, 2013
- Return Version
- 2012v2.1
- Gross Receipts
- $8,596,659
Mission
THE FUND WAS FORMED EFFECTIVE FEBRUARY 1, 1988, UNDER AN AGREEMENT BETWEEN THE UNITED MINE WORKERS OF AMERICA (UMWA) AND THE BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. (BCOA). THE FUND IS ORGANIZED UNDER SEC. 302(C)(6) OF THE LABOR MANAGEMENT RELATIONS ACT OF 1947, AS AMENDED BY THE LABOR MANAGEMENT COOPERATION ACT, TO PROVIDE FINANCIAL ASSISTANCE FOR TRAINING OR EDUCATION FOR UNEMPLOYED WORKERS IN THE BITUMINOUS COAL INDUSTRY REPRESENTED BY THE UMWA WHO HAVE PERFORMED CLASSIFIED WORK UNDER THE NATIONAL BITUMINOUS COAL WAGE AGREEMENT OF 1988 (NBCWA), OR ANY PREDECESSOR THERETO, AND THEIR FAMILY DEPENDENTS, AS SET FORTH IN ARTICLE II, PART E OF THE 1988 NBCWA. EFFECTIVELY ADOPTED OCTOBER 4, 1994, CERTAIN MODIFICATIONS TO THE 1988 NBCWA WERE INCORPORATED INTO THE 1993 NBCWA. BY MUTUAL SUPPORT OF THE SETTLORS, THE 2002 NBCWA BECAME EFFECTIVE ON JANUARY 1, 2002 AND WAS RE-NEGOTIATED BY A SUCCESSOR AGREEMENT, THE 2007 NBCWA WHICH BECAME EFFECTIVE JANUARY 1, 2007. The 2007 NBCWA, contained
Filer
- EIN
- 52-1599698
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| IRS990/MissionDescription | 0 | THE FUND WAS FORMED EFFECTIVE FEBRUARY 1, 1988, UNDER AN AGREEMENT BETWEEN THE UNITED MINE WORKERS OF AMERICA (UMWA) AND THE BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. (BCOA). THE FUND IS ORGANIZED UNDER SEC. 302(C)(6) OF THE LABOR MANAGEMENT RELATIONS ACT OF 1947, AS AMENDED BY THE LABOR MANAGEMENT COOPERATION ACT, TO PROVIDE FINANCIAL ASSISTANCE FOR TRAINING OR EDUCATION FOR UNEMPLOYED WORKERS IN THE BITUMINOUS COAL INDUSTRY REPRESENTED BY THE UMWA WHO HAVE PERFORMED CLASSIFIED WORK UNDER THE NATIONAL BITUMINOUS COAL WAGE AGREEMENT OF 1988 (NBCWA), OR ANY PREDECESSOR THERETO, AND THEIR FAMILY DEPENDENTS, AS SET FORTH IN ARTICLE II, PART E OF THE 1988 NBCWA. EFFECTIVELY ADOPTED OCTOBER 4, 1994, CERTAIN MODIFICATIONS TO THE 1988 NBCWA WERE INCORPORATED INTO THE 1993 NBCWA. BY MUTUAL SUPPORT OF THE SETTLORS, THE 2002 NBCWA BECAME EFFECTIVE ON JANUARY 1, 2002 AND WAS RE-NEGOTIATED BY A SUCCESSOR AGREEMENT, THE 2007 NBCWA WHICH BECAME EFFECTIVE JANUARY 1, 2007. |
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| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 0 | Generally accepted accounting principles require management to evaluate tax positions taken and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has evaluated the tax positions taken by the Fund and concluded that as of January 31, 2013 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes that the Plan is no longer subject to income tax examinations prior to January 31, 2010. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 0 | FIN 48 FOOTNOTE |
| IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference | 0 | PART X, LINE 2 |
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| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | THE EDUCATION TRUST SHALL BE ADMINISTERED BY A BOARD OF TWO TRUSTEES, ONE OF WHOM SHALL BE APPOINTED BY THE EMPLOYERS, AND ONE OF WHOM SHALL BE APPOINTED BY THE UNION. THE UNION MAY REMOVE THE TRUSTEE APPOINTED BY IT AND THE EMPLOYERS MAY REMOVE THE TRUSTEE APPOINTED BY THEM. IN THE EVENT OF RESIGNATION, DEATH, REMOVAL, INABILITY OR UNWILLINGNESS TO SERVES OF A TRUSTEE, THE PARTY WHO APPOINTED THAT TRUSTEE SHALL APPOINT A SUCCESSOR. THE TWO TRUSTEES SO DESIGNATED SHALL CONSTITUTE THE BOARD OF TRUSTEES TO ADMINISTER THE EDUCATION PLAN AND TRUST. THE TRUSTEE DESIGNATED BY THE UNION SHALL BE THE CHAIRMAN OF THE BOARD OF TRUSTEES. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | THE TRUST HAS NO OTHER COMMITTEE OTHER THAN THE BOARD OF TRUSTEES. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | AN ELECTRONIC COPY OF THE FORM 990 IS SUPPLIED BY THE ACCOUNTANT TO THE TRUSTEES FOR THEIR JOINT REVIEW. UPON THEIR REVIEW, ANY PROPOSED CHANGES ARE RELAYED BACK TO THE ACCOUNTANTS; WHO UPON THEIR DISCUSSION WITH THE TRUSTEES, MAKE THE NECESSARY PROPOSED CHANGES AGREED UPON AND RESEND THE RETURN FOR FINAL APPROVAL FOR FILING. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS NOR ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC; HOWEVER, THEY ARE FURNISHED UPON REQUEST TO CONTRIBUTING EMPLOYERS, PARTICIPANTS AND BENEFICIARIES. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | The Fund is maintained and administered in accordance with ERISA Sections 404 and 406 and the Fund's conflict of interest policy is set forth in ERISA Sections 404 and 406. The Board of Trustees monitors and enforces the Fund's compliance with ERISA, with the assistance of the Fund's professionals. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | SELECTION OF TRUSTEES |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | OTHER COMMITTEES |
| IRS990ScheduleO/GeneralExplanation/Identifier | 2 | REVIEW PROCESS OF FORM 990 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 3 | PUBLIC AVAILABILITY OF GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS |
| IRS990ScheduleO/GeneralExplanation/Identifier | 4 | MONITOR AND COMPLIANCE OF CONFLICT OF INTEREST POLICY |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | PART VI, SECTION A, LINE 7A |
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| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | PART VI, SECTION C, PART 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | PART VI, SECTION B, LINE 12C |
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| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 0 | 1000 consol energy drive |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 1 | 3000 riverchase galleria |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 2 | 500 lee street east |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 3 | 818 n eisenhower dr |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 4 | po box 16032 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 5 | pinnacle creek rd |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 6 | po box 10246 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 7 | po box 1085 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 8 | po box 1233 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 9 | po box 309 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 10 | po box 1233 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 11 | po box 1233 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 12 | 500 lee street east |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 13 | 6108 brownsville road ext |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 14 | po box 1085 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 15 | po box 1085 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 16 | po box 1085 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 17 | po box 1180 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 18 | 208 business st |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 19 | po box 776 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 20 | po box 2226 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 21 | 8800 oak grove mine rd |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 22 | 29325 chagrin blvd |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 23 | po box 278 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 24 | po box 1233 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 25 | po box 338 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 26 | po box 707 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 27 | po box 1090 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 28 | 10150 s centennial parkway |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 29 | 56854 Pleasant Ridge Road |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 0 | canonsburg |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 1 | birmingham |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 2 | charleston |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 3 | beckley |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 4 | columbus |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 5 | pineville |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 6 | birmingham |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 7 | beckley |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 8 | charleston |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 9 | naoma |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 10 | charleston |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 11 | charleston |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 12 | charleston |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 13 | finleyville |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 14 | beckley |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 15 | beckley |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 16 | beckley |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 17 | danville |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 18 | beckley |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 19 | danville |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 20 | beckley |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 21 | adger |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 22 | pepper pike |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 23 | julian |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 24 | charleston |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 25 | pineville |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 26 | summersville |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 27 | oceana |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 28 | sandy |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 29 | Alledonia |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 0 | PA |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 1 | AL |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 2 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 3 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 4 | OH |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 5 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 6 | AL |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 7 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 8 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 9 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 10 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 11 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 12 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 13 | PA |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 14 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 15 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 16 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 17 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 18 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 19 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 20 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 21 | AL |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 22 | OH |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 23 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 24 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 25 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 26 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 27 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 28 | UT |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 29 | OH |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $31,213,859
- Liabilities
- $72,672
- Net assets
- $31,141,187
- Revenue
- -
- Expenses
- $994,427
- Net income
- -