Pnm Resources, Inc. Comprehensive Retiree Health 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. Comprehensive Retiree Health Plan is a benefit plan reported by Pnm Resources, Inc. under EIN 85-0468296 and plan number 604. The latest loaded filing year is 2023. The filing reports 1,956 participants and $81,791,951 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
- 604
- Plan type
- 2
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 1,956
- End-of-year plan assets
- $81,791,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,956 | H, C | 20240927135905NAL0001306019005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,791,951
- Total liabilities (EOY)
- $573,848
- Net assets (EOY)
- $81,218,103
- Net assets (BOY)
- $78,989,138
Income & contributions
- Participant contributions
- $852,725
- Total contributions
- $852,725
- Total income / additions
- $9,152,531
Expenses & distributions
- Benefits paid
- $6,510,959
- Administrative expenses
- $412,607
- Total expenses
- $6,923,566
- Net increase / (decrease)
- $2,228,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of New York Mellon | N/A | $65,179 | not reported in the loaded dataset | 2023 |
| Snell & Wilmer | N/A | $22,070 | not reported in the loaded dataset | 2023 |
| Rv Kuhns & Associates Inc | N/A | $7,988 | not reported in the loaded dataset | 2023 |
| Towers Watson | N/A | $6,949 | 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
- Bank Of New York Mellon — Schedule C compensation
- Snell & Wilmer — Schedule C compensation
- Rv Kuhns & Associates Inc — Schedule C compensation
- Towers Watson — Schedule C compensation