State Employees Credit Union Of New Mexico Cash Balance Defined Benefit Plan And Trust — Form 5500 plan (State Employees Credit Union Of New Mexico)

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, State Employees Credit Union Of New Mexico Cash Balance Defined Benefit Plan And Trust is a benefit plan reported by State Employees Credit Union Of New Mexico under EIN 85-6010733 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $21,546,603 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
State Employees Credit Union Of New Mexico
EIN
85-6010733
Plan number
001
Plan type
2
Location
Santa Fe, NM
Latest filing year
2023
Participants
194
End-of-year plan assets
$21,546,603

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20250616134319NAL0000996881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,546,603
Total liabilities (EOY)
$0
Net assets (EOY)
$21,546,603
Net assets (BOY)
$18,598,953

Income & contributions

Total contributions
$0
Total income / additions
$3,541,710

Expenses & distributions

Benefits paid
$498,251
Administrative expenses
$95,809
Total expenses
$594,060
Net increase / (decrease)
$2,947,650

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$76,256$02023
Members Capital Advisors, Inc.NONE$19,553not reported in the loaded dataset2023

Related Form 5500 pages