2023 Form 5500 filing — Pnm Resources, Inc. Employees' Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927124830NAL0001069139004) for Pnm Resources, Inc. Employees' Retirement Plan, reported by Pnm Resources, Inc. under EIN 85-0468296 and plan number 001. It reports 2,994 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927124830NAL0001069139004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pnm Resources, Inc.
- EIN
- 85-0468296
- Plan number
- 001
- Location
- Albuquerque, NM
- Participants
- 2,994
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $407,211,663
- Net assets (EOY)
- $407,211,663
- Total income / additions
- $42,784,594
- Benefits paid
- $43,186,538
- Administrative expenses
- $3,058,359
- Total expenses
- $46,244,897
- Net increase / (decrease)
- -$3,460,303
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | N/A | $282,164 | not reported in the loaded dataset |
| Willis Towers Watson | N/A | $173,308 | not reported in the loaded dataset |
| Bank Of New York Mellon | N/A | $162,411 | not reported in the loaded dataset |
| Rv Kuhns & Associates | N/A | $124,882 | not reported in the loaded dataset |
| Blackrock Institutional Trust | N/A | $46,894 | not reported in the loaded dataset |
| Morgan Stanley & Co Inc | N/A | $15,875 | not reported in the loaded dataset |
| Callan LLC | N/A | $13,906 | not reported in the loaded dataset |