2023 Form 5500 filing — Westmoreland Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004160122NAL0012416337001) for Westmoreland Retirement Plan, reported by Westmoreland Mining LLC under EIN 83-3555130 and plan number 006. It reports 1,370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004160122NAL0012416337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westmoreland Mining LLC
- EIN
- 83-3555130
- Plan number
- 006
- Location
- Lone Tree, CO
- Participants
- 1,370
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $138,752,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $138,752,848
- Total income / additions
- $13,625,554
- Benefits paid
- $20,574,461
- Administrative expenses
- $1,541,695
- Total expenses
- $22,116,156
- Net increase / (decrease)
- -$8,490,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Portfolio Strategies, Inc. | NONE | $324,771 | $0 |
| Prudential Retirement Insurance And | NONE | $324,771 | $0 |
| Global Retirement | NONE | $75,000 | not reported in the loaded dataset |