Jeffrey Diehl signed Westmoreland Community Action's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Westmoreland Community Action's EIN is 25-1383079.
Download the official 2023 Form 5500 (PDF) for Westmoreland Community Action from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Westmoreland Community Action's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $50 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2746212 |
| — |
| NONE |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMLIS | — | SPRINGFIELD, MA | BROKER/ ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $5.4M | 70.3% | |
| Nuveen Lifecycle Idx 2025 R6 | Common Collective Trusts | — | — | $743K | 9.6% | |
| Nuveen Lifecycle Idx 2035 R6 | Common Collective Trusts | — | — | $699K | 9.0% | |
| JP Morgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $573K | 7.4% | |
| American United Life Ins Co AUL Stable Value Account | Stable Value | — | — | $542K | 7.0% | |
| Nuveen Lifecycle Idx 2020 R6 | Common Collective Trusts | — | — | $530K | 6.8% | |
| Nuveen Lifecycle Idx 2045 R6 | Common Collective Trusts | — | — | $368K | 4.8% | |
| MFS Core Equity R6 | Mutual Funds | — | — | $329K | 4.2% | |
| Nuveen Lifecycle Idx 2040 R6 | Common Collective Trusts | — | — | $257K | 3.3% | |
| Lincoln National Life Lincoln Fixed Annuity | Other securities | — | — | $251K | 3.2% | |
| Federated Hermes Fed Herm Total Return Bond R6 | Other securities | — | — | $247K | 3.2% | |
| Nuveen Lifecycle Idx 2055 R6 | Common Collective Trusts | — | — | $232K | 3.0% | |
| Blackrock Equity Dividend K | Other securities | — | — | $200K | 2.6% | |
| American Funds American Funds Growth | Mutual Funds | — | — | $194K | 2.5% | |
| Janus Henderson Jan Hen Enterprise N | Mutual Funds | — | — | $184K | 2.4% | |
| Participant Loans Notes receivable from Participants - various maturities; balances collateralized by participant accounts; interest rates ranging from 4.25% - 9.50% | Bonds / Notes | — | — | $183K | 2.4% | |
| Nuveen Lifecycle Idx 2030 R6 | Common Collective Trusts | — | — | $167K | 2.1% | |
| Vanguard Midcap Value Idx Adm | Common Collective Trusts | — | — | $162K | 2.1% | |
| American Century MFS Intl Growth R6 | Mutual Funds | — | — | $147K | 1.9% | |
| Lincoln National Life LVIP SSGA Small - Cap Index 354 * Lincoln National Life LVIP T. Rowe Price Mid Cap Growth 623 * Lincoln National Life LVIP T. Rowe Price Structured Mid Cap Growth | Other securities | — | — | $144K | 1.9% | |
| Fidelity VIP Contrafund | Mutual Funds | — | — | $128K | 1.6% | |
| Nuveen Lifecycle Idx 2050 R6 | Common Collective Trusts | — | — | $115K | 1.5% | |
| Lincoln National Life LVIP Dimensional US Core Equity 1 | Mutual Funds | — | — | $110K | 1.4% | |
| Lincoln National Life LVIP Blackrock Inflation Protected Bond 8 * Lincoln National Life LVIP Blended Large Cap Growth Man. Volatility | Other securities | — | — | $99K | 1.3% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $94K | 1.2% | |
| Lincoln National Life MFS Utilities | Mutual Funds | — | — | $92K | 1.2% | |
| Fidelity VIP Growth | Mutual Funds | — | — | $83K | 1.1% | |
| Lincoln National Life LVIP Macquarie Social Awareness | Other securities | — | — | $80K | 1.0% | |
| Nuveen Lifecycle Idx 2060 R6 | Common Collective Trusts | — | — | $65K | 0.8% | |
| American Funds Amerfds Inflation Linked BD R6 | Mutual Funds | — | — | $61K | 0.8% | |
| Registered Investment Companies * Lincoln National Life AP VPS Global Thematic Growth 562 American Funds American Funds Global Growth | Mutual Funds | — | — | $51K | 0.7% | |
| Nuveen Lifecycle Idx 2010 R6 | Common Collective Trusts | — | — | $43K | 0.6% | |
| Nuveen Lifecycle Idx 2015 R6 | Common Collective Trusts | — | — | $42K | 0.5% | |
| Blackrock Ishares SP 500 Index K | Common Collective Trusts | — | — | $40K | 0.5% | |
| DFS DFA US Small Cap Value I | Mutual Funds | — | — | $38K | 0.5% | |
| Lincoln National Life LVIP Mondrian International Value | Other securities | — | — | $36K | 0.5% | |
| American Funds American Funds International | Mutual Funds | — | — | $34K | 0.4% | |
| Lincoln National Life LVIP Macquarie Smid Cap Core Series | Other securities | — | — | $29K | 0.4% | |
| Lincoln National Life LVIP Macquarie Bond | Other securities | — | — | $29K | 0.4% | |
| Lincoln National Life LVIP Blackrock Dividend Value MNGDVLTLTY | Other securities | — | — | $28K | 0.4% | |
| Lincoln National Life LVIP Franklin Templeton MF EM EQFND 14 * Lincoln National Life LVIP Global Conservative Allocation Man. Risk | Mutual Funds | — | — | $27K | 0.3% | |
| Fidelity SM Cap Index | Mutual Funds | — | — | $21K | 0.3% | |
| Fidelity Intl Index | Mutual Funds | — | — | $21K | 0.3% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $21K | 0.3% | |
| American Funds Amerfds Bond FD of America R6 | Mutual Funds | — | — | $20K | 0.3% | |
| Fidelity Midcap Index | Mutual Funds | — | — | $17K | 0.2% | |
| Lincoln National Life LVIP Macquarie Diversified Income | Other securities | — | — | $17K | 0.2% | |
| Lincoln National Life LVIP Macquarie High Yield Fund 451 * Lincoln National Life LVIP Macquarie Mid Cap Value Fund | Other securities | — | — | $16K | 0.2% | |
| Lincoln National Life LVIP Blockrock Global Real Estate | Other securities | — | — | $13K | 0.2% | |
| Lincoln National Life LVIP Macquarie U.S. Reit Fund | Common Stocks | — | — | $12K | 0.2% |
