2023 Form 5500 filing — El Paso Electric Company Retiree Welfare Benefits 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 20241014100229NAL0025879905001) for El Paso Electric Company Retiree Welfare Benefits Plan, reported by El Paso Electric Company under EIN 74-0607870 and plan number 511. It reports 543 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014100229NAL0025879905001
Filing year
2023
Form type
2
Plan sponsor
El Paso Electric Company
EIN
74-0607870
Plan number
511
Location
El Paso, TX
Participants
543
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$43,489,667
Total liabilities (EOY)
$486,396
Net assets (EOY)
$43,003,271
Employer contributions
$167,230
Participant contributions
$752,292
Total income / additions
$6,414,939
Benefits paid
$2,804,987
Administrative expenses
$669,704
Total expenses
$3,474,691
Net increase / (decrease)
$2,940,248
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Russell Investments Trust CompanyNONE$109,006not reported in the loaded dataset
Blue Cross Blue Shield Of TexasNONE$63,081not reported in the loaded dataset
Express ScriptsNONE$36,880not reported in the loaded dataset
Principal Financial Group, IncNONE$12,679not reported in the loaded dataset
State Street Global Advisors TrustNONE$7,200not reported in the loaded dataset
Income Research + ManagementNONE$455not reported in the loaded dataset

Related Form 5500 pages