State Employees Credit Union Of New Mexico — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, State Employees Credit Union Of New Mexico (EIN 85-6010733) is a plan sponsor located in Santa Fe, NM with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
85-6010733
Location
Santa Fe, NM
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$21,546,603
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$21,546,603

Contributions & income

Total income / additions
$3,541,710

Expenses & distributions

Benefits paid / distributions
$498,251
Total expenses
$594,060
Net increase / (decrease)
$2,947,650

Coverage

Total reported participants
379
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

State Employees Credit Union Of New Mexico plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
State Employees Credit Union Of New Mexico Cash Balance Defined Benefit Plan And Trust001194$21,546,6032023
Health And Welfare Benefit Plan501185not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for State Employees Credit Union Of New Mexico
YearPlanParticipantsSchedulesFiling
2023Health And Welfare Benefit Plan18520241002173416NAL0004266403001
2023State Employees Credit Union Of New Mexico Cash Balance Defined Benefit Plan And Trust194H, C20250616134319NAL0000996881001

Related Form 5500 pages