2023 Form 5500 filing — New Mexico Pipe Trades Pension Trust Fund Plan B
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 20250114152558NAL0020206657001) for New Mexico Pipe Trades Pension Trust Fund Plan B, reported by New Mexico Pipe Trades under EIN 51-6029978 and plan number 002. It reports 1,561 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114152558NAL0020206657001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- New Mexico Pipe Trades
- EIN
- 51-6029978
- Plan number
- 002
- Location
- Albuquerque, NM
- Participants
- 1,561
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,744,006
- Total liabilities (EOY)
- $114,987
- Net assets (EOY)
- $84,629,019
- Employer contributions
- $3,018,478
- Participant contributions
- $1,823,227
- Total income / additions
- $16,679,067
- Benefits paid
- $5,642,506
- Administrative expenses
- $608,101
- Total expenses
- $6,250,607
- Net increase / (decrease)
- $10,428,460
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services | NONE | $250,023 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $168,106 | not reported in the loaded dataset |
| Wellesley Mgt | NONE | $67,448 | not reported in the loaded dataset |
| Atlanta Capital Mgt | NONE | $51,962 | not reported in the loaded dataset |
| Chubb Insurance | NONE | $17,444 | not reported in the loaded dataset |
| Findell & Company P.C. | NONE | $16,335 | not reported in the loaded dataset |
| The Segal Company | NONE | $12,304 | not reported in the loaded dataset |
| Ryan Rapp Pacheco & Kelly Llp | NONE | $9,945 | not reported in the loaded dataset |
| Kelley Law Group | NONE | $8,724 | not reported in the loaded dataset |