2023 Form 5500 filing — State Employees Credit Union Of New Mexico Cash Balance Defined Benefit Plan And Trust
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 20250616134319NAL0000996881001) for State Employees Credit Union Of New Mexico Cash Balance Defined Benefit Plan And Trust, reported by State Employees Credit Union Of New Mexico under EIN 85-6010733 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616134319NAL0000996881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- State Employees Credit Union Of New Mexico
- EIN
- 85-6010733
- Plan number
- 001
- Location
- Santa Fe, NM
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,546,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,546,603
- Total income / additions
- $3,541,710
- Benefits paid
- $498,251
- Administrative expenses
- $95,809
- Total expenses
- $594,060
- Net increase / (decrease)
- $2,947,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $76,256 | $0 |
| Members Capital Advisors, Inc. | NONE | $19,553 | not reported in the loaded dataset |