Westmoreland Retirement Plan
Corporate pension, based in Lone Tree, Colorado, reporting $75.1M in assets, for 1,111 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Westmoreland Retirement Plan total assets $139M -> $75M (-45.9%, 2023-12-31 to 2024-12-31).
1 more commitment
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Intl Bld II Fd (mngd by Mfs)2 commitments
- Pgim Quant Sol US Brd Mkt Idx2 commitments
- Pgim, Inc.2 commitments
Relationship network
16 connected entities4 observed commitments4 repeat counterpartiescommitments 2022 to 2023
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Corporate debt instruments (other) 40.9%
- Corporate debt instruments (preferred) 13.9%
- U.S. Government securities 38.0%
- Insurance company general account 2.5%
- Other investments 0.1%
- Registered investment companies 3.1%
Consultants and advisers
- Global Retirement Partners Investment adviser (plan)through Dec 31, 2022 Form 5500
- Empower Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Pgim, Inc.2 rows, latest Dec 31, 2023
- Pgim, Inc.plan years
- Global Portfolio Strategies, Inc.plan years 2022
What changed
- Dec 31, 2024Assets changedWestmoreland Retirement Plan total assets $139M -> $75M (-45.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedWestmoreland Retirement Plan funded ratio 104.8% -> 110.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedWestmoreland Retirement Plan funded ratio 127.9% -> 104.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWestmoreland Retirement Plan plan assets $202M -> $147M (-27.3%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Intl Bld II Fd (mngd by Mfs)separate account | Prudential Retirement Ins. | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Pgim Quant Sol US Brd Mkt Idxseparate account | Pgim, Inc. | Pooled vehicles | $16.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Pgim Quant Sol US Brd Mkt Idxseparate account | Pgim, Inc. | Pooled vehicles | $17.9M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,111 | $139M | $138M | 110.7% | $75.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,370 | $147M | $154M | 104.8% | $139M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,335 | $202M | $150M | 127.9% | $147M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 13 $521,456 PY2024
- Global Portfolio Strategies, Inc. codes 28 $129,272 PY2024
- Global Retirement codes 27 $18,750 PY2024
+18 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Westmoreland Retirement Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Total assets changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source on record
+1 more change on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.