2023 Form 5500 filing — New Mexico Pipe Trades Health And Welfare 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 20250114152611NAL0020009713001) for New Mexico Pipe Trades Health And Welfare Fund, reported by New Mexico Pipe Trades under EIN 85-6009171 and plan number 501. It reports 1,450 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114152611NAL0020009713001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- New Mexico Pipe Trades
- EIN
- 85-6009171
- Plan number
- 501
- Location
- Albuquerque, NM
- Participants
- 1,450
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,747,327
- Total liabilities (EOY)
- $7,091,794
- Net assets (EOY)
- $21,655,533
- Employer contributions
- $17,914,832
- Participant contributions
- $671,465
- Total income / additions
- $20,803,874
- Benefits paid
- $16,255,850
- Administrative expenses
- $968,734
- Total expenses
- $17,224,584
- Net increase / (decrease)
- $3,579,290
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $475,816 | not reported in the loaded dataset |
| Premier Healthcare | NONE | $186,780 | not reported in the loaded dataset |
| American Health Group | NONE | $65,450 | not reported in the loaded dataset |
| Ubs Financial Services | NONE | $63,562 | not reported in the loaded dataset |
| The Segal Company | NONE | $56,376 | not reported in the loaded dataset |
| Segal Select Insurance Brokerage | NONE | $20,074 | not reported in the loaded dataset |
| Dental Network Of America | NONE | $18,428 | not reported in the loaded dataset |
| Wam Converts | NONE | $17,632 | not reported in the loaded dataset |
| Findell & Company, P.C. | NONE | $15,010 | not reported in the loaded dataset |
| Kelley Law Group | NONE | $13,306 | not reported in the loaded dataset |
| Ryan Rapp Pacheco & Kelley Plc | NONE | $12,917 | not reported in the loaded dataset |
| Reilly Echols Printing | NONE | $5,972 | not reported in the loaded dataset |