Westmoreland Retirement Plan — Form 5500 plan (Westmoreland Mining LLC)
Plain-English plan 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, Westmoreland Retirement Plan is a benefit plan reported by Westmoreland Mining LLC under EIN 83-3555130 and plan number 006. The latest loaded filing year is 2023. The filing reports 1,370 participants and $138,752,848 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westmoreland Mining LLC
- EIN
- 83-3555130
- Plan number
- 006
- Plan type
- 2
- Location
- Lone Tree, CO
- Latest filing year
- 2023
- Participants
- 1,370
- End-of-year plan assets
- $138,752,848
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,370 | H, C | 20241004160122NAL0012416337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $138,752,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $138,752,848
- Net assets (BOY)
- $147,243,450
Income & contributions
- Total contributions
- $0
- Total income / additions
- $13,625,554
Expenses & distributions
- Benefits paid
- $20,574,461
- Administrative expenses
- $1,541,695
- Total expenses
- $22,116,156
- Net increase / (decrease)
- -$8,490,602
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Portfolio Strategies, Inc. | NONE | $324,771 | $0 | 2023 |
| Prudential Retirement Insurance And | NONE | $324,771 | $0 | 2023 |
| Global Retirement | NONE | $75,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Westmoreland Mining LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Lone Tree, CO
- Global Portfolio Strategies, Inc. — Schedule C compensation
- Prudential Retirement Insurance And — Schedule C compensation
- Global Retirement — Schedule C compensation