Pnm Resources, Inc. Employees' Retirement Plan — Form 5500 plan (Pnm Resources, Inc.)
Plain-English plan 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, Pnm Resources, Inc. Employees' Retirement Plan is a benefit plan reported by Pnm Resources, Inc. under EIN 85-0468296 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,994 participants and $407,211,663 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pnm Resources, Inc.
- EIN
- 85-0468296
- Plan number
- 001
- Plan type
- 2
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 2,994
- End-of-year plan assets
- $407,211,663
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,994 | H, C | 20240927124830NAL0001069139004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $407,211,663
- Net assets (EOY)
- $407,211,663
- Net assets (BOY)
- $410,671,966
Income & contributions
- Total contributions
- $54,522
- Total income / additions
- $42,784,594
Expenses & distributions
- Benefits paid
- $43,186,538
- Administrative expenses
- $3,058,359
- Total expenses
- $46,244,897
- Net increase / (decrease)
- -$3,460,303
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | N/A | $282,164 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | N/A | $173,308 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | N/A | $162,411 | not reported in the loaded dataset | 2023 |
| Rv Kuhns & Associates | N/A | $124,882 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust | N/A | $46,894 | not reported in the loaded dataset | 2023 |
| Morgan Stanley & Co Inc | N/A | $15,875 | not reported in the loaded dataset | 2023 |
| Callan LLC | N/A | $13,906 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pnm Resources, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Milliman — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Rv Kuhns & Associates — Schedule C compensation
- Blackrock Institutional Trust — Schedule C compensation
- Morgan Stanley & Co Inc — Schedule C compensation
- Callan LLC — Schedule C compensation