New Mexico Pipe Trades Health And Welfare Fund — Form 5500 plan (New Mexico Pipe Trades)
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, New Mexico Pipe Trades Health And Welfare Fund is a benefit plan reported by New Mexico Pipe Trades under EIN 85-6009171 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,450 participants and $28,747,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Mexico Pipe Trades
- EIN
- 85-6009171
- Plan number
- 501
- Plan type
- 1
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 1,450
- End-of-year plan assets
- $28,747,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,450 | H, C | 20250114152611NAL0020009713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,747,327
- Total liabilities (EOY)
- $7,091,794
- Net assets (EOY)
- $21,655,533
- Net assets (BOY)
- $18,076,243
Income & contributions
- Employer contributions
- $17,914,832
- Participant contributions
- $671,465
- Total contributions
- $18,586,297
- Total income / additions
- $20,803,874
Expenses & distributions
- Benefits paid
- $16,255,850
- Administrative expenses
- $968,734
- Total expenses
- $17,224,584
- Net increase / (decrease)
- $3,579,290
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $475,816 | not reported in the loaded dataset | 2023 |
| Premier Healthcare | NONE | $186,780 | not reported in the loaded dataset | 2023 |
| American Health Group | NONE | $65,450 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | NONE | $63,562 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $56,376 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Brokerage | NONE | $20,074 | not reported in the loaded dataset | 2023 |
| Dental Network Of America | NONE | $18,428 | not reported in the loaded dataset | 2023 |
| Wam Converts | NONE | $17,632 | not reported in the loaded dataset | 2023 |
| Findell & Company, P.C. | NONE | $15,010 | not reported in the loaded dataset | 2023 |
| Kelley Law Group | NONE | $13,306 | not reported in the loaded dataset | 2023 |
| Ryan Rapp Pacheco & Kelley Plc | NONE | $12,917 | not reported in the loaded dataset | 2023 |
| Reilly Echols Printing | NONE | $5,972 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Mexico Pipe Trades
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Zenith American Solutions — Schedule C compensation
- Premier Healthcare — Schedule C compensation
- American Health Group — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- The Segal Company — Schedule C compensation
- Segal Select Insurance Brokerage — Schedule C compensation
- Dental Network Of America — Schedule C compensation
- Wam Converts — Schedule C compensation
- Findell & Company, P.C. — Schedule C compensation
- Kelley Law Group — Schedule C compensation
- Ryan Rapp Pacheco & Kelley Plc — Schedule C compensation
- Reilly Echols Printing — Schedule C compensation