2023 Form 5500 filing — Texas-New Mexico Power Company Pension 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 20240927135905NAL0001306019002) for Texas-New Mexico Power Company Pension Plan, reported by Texas-New Mexico Power under EIN 75-0204070 and plan number 001. It reports 693 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$41.4MReported net assets$41,353,215
Participants693
Provider compensation$119.3K5 Schedule C row(s)$119,315
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240927135905NAL0001306019002
- Plan sponsor
- Texas-New Mexico Power
- EIN
- 75-0204070
- Plan number
- 001
- Location
- Albuquerque, NM
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$41.4M total assets
Net assets$41.4MLiabilities—
Full reported line items
- Total assets (EOY)
- $41,353,215
- Net assets (EOY)
- $41,353,215
- Total income / additions
- $3,591,838
- Benefits paid
- $5,041,704
- Administrative expenses
- $639,056
- Total expenses
- $5,680,760
- Net increase / (decrease)
- -$2,088,922
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | N/A | $41,773 | not reported in the loaded dataset |
| Milliman | N/A | $41,625 | not reported in the loaded dataset |
| Rv Kuhns & Associates | N/A | $13,877 | not reported in the loaded dataset |
| Bank Of New York Mellon | N/A | $11,043 | not reported in the loaded dataset |
| Morgan Stanley | N/A | $10,997 | not reported in the loaded dataset |