2023 Form 5500 filing — Pnm Resources, Inc. Comprehensive Retiree Health 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 20240927135905NAL0001306019005) for Pnm Resources, Inc. Comprehensive Retiree Health Plan, reported by Pnm Resources, Inc. under EIN 85-0468296 and plan number 604. It reports 1,956 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927135905NAL0001306019005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pnm Resources, Inc.
- EIN
- 85-0468296
- Plan number
- 604
- Location
- Albuquerque, NM
- Participants
- 1,956
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,791,951
- Total liabilities (EOY)
- $573,848
- Net assets (EOY)
- $81,218,103
- Participant contributions
- $852,725
- Total income / additions
- $9,152,531
- Benefits paid
- $6,510,959
- Administrative expenses
- $412,607
- Total expenses
- $6,923,566
- Net increase / (decrease)
- $2,228,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of New York Mellon | N/A | $65,179 | not reported in the loaded dataset |
| Snell & Wilmer | N/A | $22,070 | not reported in the loaded dataset |
| Rv Kuhns & Associates Inc | N/A | $7,988 | not reported in the loaded dataset |
| Towers Watson | N/A | $6,949 | not reported in the loaded dataset |