Dondi Kratzenstein signed Westmoreland Mining LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Westmoreland Mining LLC's EIN is 83-3555130.
Download the official 2024 Form 5500 (PDF) for Westmoreland Mining LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Westmoreland Mining LLC's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | NONE | $521K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL PORTFOLIO STRATEGIES, INC. | 06-1055669 | — | NONE | $129K | — |
| GLOBAL RETIREMENT | 47-1411118 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| U S TREASURY U S TREASURY BD CPN STRIP 0.000% 02/15/2029 DD 02/16/99 | Bonds / Notes | — | $5.4M | $5.4M | 7.1% | |
| U S TREASURY U S TREASURY BD CPN STRIP 0.000% 08/15/2033 DD 02/15/06 | Bonds / Notes | — | $5.1M | $5.0M | 6.6% | |
| U S TREASURY U S TREASURY BD PRIN STRIP 0.000% 08/15/2025 DD 08/15/95 | Bonds / Notes | — | $3.7M | $3.8M | 5.0% | |
| U S TREASURY U S TREASURY BD CPN STRIP 0.000% 05/15/2033 DD 08/15/07 | Bonds / Notes | — | $3.6M | $3.7M | 4.9% | |
| UNITED STATES OF AMERICA TREASURY BILLS At Maturity UNITED STATES OF AMERICA 0 3/20/25 | Other securities | — | $3.5M | $3.5M | 4.6% | |
| UNITED STATES OF AMERICA TREASURY STRIPS At UNITED STATES OF AMERICA Maturity 0 5/15/27 | Other securities | — | $2.5M | $2.6M | 3.4% | |
| Registered investment companies American Fund American Europacific Growth Fund Class R-6 — Dreyfus cash management fund Dreyfus cash management fund | Mutual Funds | — | $2.3M | $2.3M | 3.1% | |
| UNITED STATES OF AMERICA TREASURY STRIPS At UNITED STATES OF AMERICA Maturity 0 11/15/40 | Other securities | — | $2.5M | $2.3M | 3.1% | |
| Guaranteed deposit fund * Empower Guaranteed Deposit Fund | Other securities | — | $1.9M | $1.9M | 2.5% | |
| U S TREASURY U S TREASURY BD CPN STRIP 0.000% 11/15/2051 DD 11/15/21 | Bonds / Notes | — | $1.2M | $1.1M | 1.4% | |
| AT&T INC AT&T INC 4.750% 05/15/2046 DD 05/04/15 | Bonds / Notes | — | $1.1M | $942K | 1.3% | |
| RESOLUTION FDG CORP 04/15/90 | Common Stocks | — | $896K | $904K | 1.2% | |
| ANHEUSER-BUSCH COS LLC / ANHEU 02/01/19 | Other securities | — | $669K | $645K | 0.9% | |
| WYETH LLC WYETH LLC 5.950/ 04/01/2037 DD 03/27/07 | Other securities | — | $706K | $642K | 0.9% | |
| BOEING CO/THE BOEING CO/THE 6.875% 03/15/2039 DD 03/13/09 | Bonds / Notes | — | $554K | $537K | 0.7% | |
| AMGEN INC AMGEN INC 4.950% 10/01/2041 DD 09/16/10 | Bonds / Notes | — | $571K | $523K | 0.7% | |
| BROADCOM INC BROADCOM INC 4.300% 11/15/2032 DD 05/08/20 | Bonds / Notes | — | $507K | $505K | 0.7% | |
| COMCAST CORP COMCAST CORP 2.450% 08/15/2052 DD 08/25/20 | Bonds / Notes | — | $542K | $448K | 0.6% | |
| BANK OF AMERICA CORP SUBORDINATED GLOBAL ADJ BANK OF AMERICA CORP NOTES Semi Annual 0 8/15/35 | Common Stocks | — | $421K | $404K | 0.5% | |
| CVS HEALTH CORP CVS HEALTH CORP 4.780% 03/25/2038 DD 03/09/18 | Bonds / Notes | — | $442K | $393K | 0.5% | |
| BANK OF AMERICA CORP BANK OF AMERICA CORP VAR RT 04/27/2033 DD 04/27/22 | Common Stocks | — | $400K | $385K | 0.5% | |
| KINDER MORGAN INC KINDER MORGAN INC 7.750% 01/15/2032 DD 01/11/02 | Bonds / Notes | — | $381K | $369K | 0.5% | |
| GOLDMAN SACHS GROUP INC/THE VAR RT 04/22/2032 DD GOLDMAN SACHS GROUP INC/THE 04/22/21 | Common Stocks | — | $366K | $366K | 0.5% | |
| UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC 2.900% 05/15/2050 DD 05/18/20 | Bonds / Notes | — | $450K | $366K | 0.5% | |
| WORLDWIDE DD 01/23/19 | Other securities | — | $392K | $364K | 0.5% | |
| WELLS FARGO & CO WELLS FARGO & CO VAR RT 03/02/2033 DD 03/02/22 | Common Stocks | — | $381K | $364K | 0.5% | |
| VERIZON COMMUNICATIONS INC 03/22/21 | Common Stocks | — | $415K | $359K | 0.5% | |
| UNITEDHEALTH GROUP INC SENIOR UNSECURED GLOBAL UNITEDHEALTH GROUP INC NOTES Semi Annual 5.75 7/15/64 | Common Stocks | — | $371K | $345K | 0.5% | |
| ABBVIE INC ABBVIE INC 4.250% 11/21/2049 DD 05/21/20 | Bonds / Notes | — | $375K | $341K | 0.5% | |
| APPLE INC APPLE INC 2.850% 08/05/2061 DD 08/05/21 | Bonds / Notes | — | $400K | $333K | 0.4% | |
| BRISTOL MYERS SQUIBB CO SENIOR UNSECURED GLOBAL BRISTOL MYERS SQUIBB CO NOTES Semi Annual 5.65 2/22/64 | Common Stocks | — | $349K | $330K | 0.4% | |
| PFIZER INVESTMENT ENTERPRISES 05/19/23 | Other securities | — | $359K | $328K | 0.4% | |
| JPMORGAN CHASE & CO JPMORGAN CHASE & CO VAR RT 01/23/2049 DD 01/23/18 | Common Stocks | — | $354K | $316K | 0.4% | |
| BANK OF AMERICA CORP BANK OF AMERICA CORP VAR RT 03/08/2037 DD 03/08/22 | Common Stocks | — | $317K | $314K | 0.4% | |
| L 04/13/07 | Other securities | — | $335K | $310K | 0.4% | |
| OPERATI DD 03/15/22 | Other securities | — | $300K | $303K | 0.4% | |
| AT&T INC AT&T INC 3.550% 09/15/2055 DD 03/15/21 | Bonds / Notes | — | $332K | $299K | 0.4% | |
| TELEFONICA EMISIONES SAU TELEFONICA EMISIONES SAU GLOBAL NOTES Semi Annual GLOBAL 7.05 6/20/36 | Other securities | — | $294K | $297K | 0.4% | |
| JPMORGAN CHASE & CO JPMORGAN CHASE & CO VAR RT 04/22/2042 DD 04/22/21 | Common Stocks | — | $325K | $294K | 0.4% | |
| UNITED STATES OF AMERICA TREASURY STRIPS At UNITED STATES OF AMERICA Maturity 0 5/15/50 | Other securities | — | $321K | $290K | 0.4% | |
| GILEAD SCIENCES INC GILEAD SCIENCES INC 4.500% 02/01/2045 DD 11/17/14 | Bonds / Notes | — | $311K | $287K | 0.4% | |
| MICROSOFT CORP MICROSOFT CORP 3.041% 03/17/2062 DD 03/17/21 | Bonds / Notes | — | $342K | $284K | 0.4% | |
| AMGEN INC AMGEN INC 5.650% 03/02/2053 DD 03/02/23 | Bonds / Notes | — | $301K | $279K | 0.4% | |
| PACIFIC GAS AND ELECTRIC CO 07/02/20 | Common Stocks | — | $262K | $278K | 0.4% | |
| T-MOBILE USA INC T-MOBILE USA INC 5.650% 01/15/2053 DD 09/15/22 | Bonds / Notes | — | $273K | $266K | 0.4% | |
| BANK OF AMERICA CORP BANK OF AMERICA CORP VAR RT 04/22/2042 DD 04/22/21 | Common Stocks | — | $290K | $266K | 0.4% | |
| WELLS FARGO & CO SR UNSECURED WELLS FARGO & CO SR UNSECURED GLOBAL ADJ NOTES GLOBAL Semi Annual 0 1/23/35 | Common Stocks | — | $265K | $258K | 0.3% | |
| FEDEX CORP FEDEX CORP 4.550% 04/01/2046 DD 03/24/16 | Bonds / Notes | — | $277K | $254K | 0.3% | |
| ORACLE CORP ORACLE CORP 3.600% 04/01/2050 DD 04/01/20 | Bonds / Notes | — | $255K | $249K | 0.3% | |
| WARNERMEDIA HOLDINGS INC 03/15/23 | Common Stocks | — | $260K | $245K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $19K |
| — |
