2023 Form 5500 filing — New Mexico Electricians Retirement Benefit Fund
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 20241002112404NAL0014865200001) for New Mexico Electricians Retirement Benefit Fund, reported by New Mexico Electricians Retirement Benefit Fund under EIN 51-6105542 and plan number 001. It reports 2,631 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002112404NAL0014865200001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- New Mexico Electricians Retirement Benefit Fund
- EIN
- 51-6105542
- Plan number
- 001
- Location
- Albuquerque, NM
- Participants
- 2,631
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $214,692,407
- Total liabilities (EOY)
- $19,643
- Net assets (EOY)
- $214,672,764
- Employer contributions
- $12,547,173
- Participant contributions
- $2,240,661
- Total income / additions
- $41,943,053
- Benefits paid
- $9,193,426
- Administrative expenses
- $593,926
- Total expenses
- $9,787,352
- Net increase / (decrease)
- $32,155,701
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bok Financial | NONE | $264,335 | not reported in the loaded dataset |
| Ulrich Consulting Group | NONE | $107,688 | not reported in the loaded dataset |
| Southwest Service Administrators | NONE | $90,782 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $51,369 | not reported in the loaded dataset |
| The Segal Company | NONE | $17,720 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE | $16,756 | not reported in the loaded dataset |
| Law Office Of Justin Lesky | NONE | $14,423 | not reported in the loaded dataset |
| Ryan Rapp Pacheco & Kelly | NONE | $13,807 | not reported in the loaded dataset |
| Letterstream | NONE | $7,543 | not reported in the loaded dataset |